## **Requirements for Subsidiaries**

- Name of subsidiaries and their IDs,
- Country of their business entity, country of their bank account, currencies used to present invoices and sales orders,
- The entity where invoices/sales orders are created, and the types of invoices they use (are they personalized?).

- Are invoices/SO created at sub-locations?

- What documents are required to be sent with payment reminders? Paystand at the moment can only automate attaching the PDF invoice.

## **System Setup**

Top-level access (needed for smart events, email templates, reconciliation rules, and web users); role-based permissions; the activation of email templates, web services, and platform services; and admin access.

## **GL and Dimensions**

Mandatory fields (dimensions) from GLs and their default values (if used for reconciliation, we’ll need the default values AR, checking account, merchant checking account, and convenience fees account); what GL accounts will they use (we can view which dimensions they’ll use through these); ID from GL sales discount, merchant fees, convenience fees, and adjustments; fund transfer GL account; and numbering convention (in case we must create these).

## **Branding**

Logo, primary color, secondary color, and background image.

## **Testing**

Sage sandbox access and production access (they must create an account for us).

## **Implementation Times**

- Sage settings and configuration (sandbox): 2 days
- Testing: 1 day
- Walkthrough & UAT: 2 days (ideally)\*.
- Sage Production settings and configuration: 2 days
- Testing: 1 day

_\*UAT may take longer for clients who have additional requirements outside of the SOW._

[Prev](https://support.paystand.com/hc/en-us/articles/20525885934491-Guide-to-the-Sage-Settings-Form "Guide to the Sage Settings Form") Next

#### Table of contents

Sage Intacct Implementation Requirements

- [Sage Intacct Implementation Requirements](https://support.paystand.com/hc/en-us/articles/9016667362203-Sage-Intacct-Implementation-Requirements#sage-intacct-implementation-requirements-0-0)
- [Requirements for Subsidiaries](https://support.paystand.com/hc/en-us/articles/9016667362203-Sage-Intacct-Implementation-Requirements#requirements-for-subsidiaries-0-1)
- [System Setup](https://support.paystand.com/hc/en-us/articles/9016667362203-Sage-Intacct-Implementation-Requirements#system-setup-0-2)
- [GL and Dimensions](https://support.paystand.com/hc/en-us/articles/9016667362203-Sage-Intacct-Implementation-Requirements#gl-and-dimensions-0-3)
- [Branding](https://support.paystand.com/hc/en-us/articles/9016667362203-Sage-Intacct-Implementation-Requirements#branding-0-4)
- [Testing](https://support.paystand.com/hc/en-us/articles/9016667362203-Sage-Intacct-Implementation-Requirements#testing-0-5)
- [Implementation Times](https://support.paystand.com/hc/en-us/articles/9016667362203-Sage-Intacct-Implementation-Requirements#implementation-times-0-6)