Install Checkbook Application

Why this is needed? Install the Application in Sage Intacct for the integration to execute successfully.

Important note This is mandatory Setting.

How to Install the customization?

  1. Login to Sage Intacct

  2. The application installation file (“Checkbook.xml” file) will be provided by Greytrix.

  3. Navigation path - Platform Services > Applications

4. Navigation path - Platform Services > Applications > Install from xml.

5. Choose File (application's xml file that is to be installed) > Click Install. Select the “Checkbook.xml” application file to install.

6. Wait for few minutes and let the application get installed. Once it is installed and completion message will be presented.

Important Note: Incase, there is a pop-up for deleting existing objects and menus, kindly click cancel.

7. After successfully installing the Checkbook application; the application can be accesses from the main menu.

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