Jotform + Sage Intacct
Assign forms in Jotform for every new invoice in Sage Intacct
When a new invoice is created in Sage Intacct, get it instantly assigned in Jotform with this streamlined workflow. It ensures seamless connectivity between your finance and form management programs, making invoice handling much more efficient. Enjoy less manual data entry, decreased errors, and more time for tasks that need your attention.
When a new invoice is created in Sage Intacct, get it instantly assigned in Jotform with this streamlined workflow. It ensures seamless connectivity between your finance and form management programs, making invoice handling much more efficient. Enjoy less manual data entry, decreased errors, and more time for tasks that need your attention.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Assign Form
Invite assignees to complete your form
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Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID
Customer NameRequired
Active
One Time Use
First Name
Middle Name
Last Name
Primary Contact Name
Primary Phone Number
Mobile Phone Number
Pager
Fax
Primary Email Address
Secondary Email Address
URL
Currency
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country
Print As
Exclude from the company contact list
State
Try ItStatus
Try ItContact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Taxable
Tax ID
Contact Tax Group Name
Active
Primary Phone Number
Secondary Phone Number
Cellular Phone Number
Pager Number
Fax Number
Primary Email Address
Secondary Email Address
Primary URL
Secondary URL
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country
Invoice Number
Reference Number
Customer IDRequired
Due Date
Payment Term
Create Draft
GL Account Number
AR Account Label
Offset GL Account Number
Transaction AmountRequired
Location ID
Allocation ID
Customer ID
Class ID
Contract ID
Department ID
Employee ID
Vendor ID
Warehouse ID
Project ID
Item ID
Memo
Rev Rec Template ID
Deferred Revenue GL Account Number
Rev Rec End Date
Rev Rec Start Date
Total Due
Total Paid
External ID
Description
Bill To Contact
Ship To Contact
Summary Record No
Attachments ID
Base Currency Code
Transaction Currency Code
Exchange Rate Date
Exchange Rate Type
Exchange Rate Value
Transaction Date
GL Posting Date
Post to GL?
