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Step 1: Set up Document Numbering

Ensure document numbering is set up on your Sage account to ensure the transaction receipts port over correctly.
1
Navigate to Applications > Company > Setup tab > Company > General Information tab.
2
Click Edit.
3
Ensure the Attachments sequence type is set to “Attachments”, which will automatically create a unique number for each attachment.
4
Click Save.
Here is a sample of what the document numbering looks like if this is successful:

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Step 2: Add PEX’s Sender ID

1
Navigate to Applications > Company > Setup tab > Company > Security tab.
2
Click Edit.
3
Go to the section labeled “Web Services authorizations”.
Note:You must have Web Services enabled on your account.
4
Click Add.
5
Sender ID = PEX MPP
Note:It is very important to create sender ID exactly as PEX MPP
6
Click Save.

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Step 3: Create a Web Service PEX Sync User in Sage Intacct

You must have Web Services enabled in Intacct (Company > Admin tab > Subscriptions).
Create a user at the Root Level (top level) and give it full permissions.
1
Navigate to Company > Company > Admin tab > Web Services users.
2
Click Add.
3
Set User ID = pex_connector.
Note:This username indicates a non-billable user and is used ONLY for the integration.
4
Email address: Use the email address of the person managing the PEX account or the sync.
5
User Type: select Business.
6
Admin Privileges: select Full.
7
Add Role.
8
Click Save.
Once the Web Services PEX user is created, you will receive an email from Sage Intacct containing a temporary password.

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Step 4: General Ledger Set Up

1
Navigate to General Ledger > All tab > General Ledger accounts.
2
Locate your PEX General Ledger Account (e.g., PEX GL Account).
3
Click Edit.
4
Ensure Normal Balance = Debit.
5
Click Save.

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User Defined Dimensions

If you want to sync transactions with user defined dimensions, grant the group access to read user defined dimensions go to Company > Admin > Roles > Click “Edit” on the Web Services user > Click “View Subscriptions” > Check a checkbox for “User Defined Dimensions” > Click on “Permissions” for the User Defined Dimensions > Give it read only permissions > Click “Save” a few times.
Last modified on April 22, 2026