Intacct is a cloud-based accounting system clients can use for reporting.
Note:This integration has been led by client developers.
Vendor contact
Skyler Fairchild
CPA, SS&C Solutions
(913)-951-4204
Vendor setup
- Contact Skyler Fairchild to set up an Intacct account.
- Obtain any necessary setup information.
BriteCore setup
- In the BriteCore menu, select Settings.
- In the Settings menu, select Vendors.
- On the Vendors screen, under Accounting, select Intacct.
- Next to Intacct, select the edit icon .
- In the Intacct dialog box, add the following information:
- Sender ID
- Sender password
- Company ID
- User ID
- User password
- Accounts
- Claim Description Template (Optional)
- Select Done.
- At the bottom of the screen, select Save.
Intacct location and dimension settings
BriteCore has a feature that allows clients to use a Location Id and a different IntacctDimensioninstead of the hardcoded settings.
Enable Intacct in BriteCore
- In the BriteCore menu, select Settings.
- In the Settings menu, select Vendors.
- On theVendorsscreen, under Accounting, select Intacct.
- Next to Intacct, select the edit icon.
- In the Intacct dialog box, add the appropriate credentials, and then select Done.
- At the bottom of the screen, select Save.
- Complete one of the following steps:
- Create sample claim transactions.
- Use the BMIC DevBrite instance and ensure some payments are marked as not exported.
- Export a claim transaction, and then ensure:
- There are no errors in BriteCore.
- The bill in Intacct has a Location ID of 10.
- Complete one of the following steps:
- Create sample return premium transactions.
- Use the BMIC DevBrite instance and ensure some payments are marked as not exported.
- Export the return premium(s), and then ensure:
- There are no errors in BriteCore.
- The bill is created in Intacct with a Location ID of 10.
Include all named insureds on return premiums
- In the BriteCore menu, select Settings.
- In the Settings menu, select Vendors.
- On theVendorsscreen, under Accounting, select Intacct.
- Next to Intacct, select the edit icon.
- In the Intacct dialog box, add the following credentials:
- Sender ID
- Password
- Company ID
- User ID
- User password
- Accounts
- Claim Description Template
- Location ID
- Dimension Name
- Return Premium All Named Insureds
- Named Insureds Separator
- Export payments to Intacct.
- Log in to Intacct.
- Navigate to Accounts Payable, and then select Bills.
- On the Bills screen, ensure bills were created and have all named insureds separated by the word and.