Intacct setup

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

  1. Contact Skyler Fairchild to set up an Intacct account.
  2. Obtain any necessary setup information.

BriteCore setup

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Vendors.
  3. On the Vendors screen, under Accounting, select Intacct.
  4. Next to Intacct, select the edit icon Edit icon.
  5. In the Intacct dialog box, add the following information:
    1. Sender ID
    2. Sender password
    3. Company ID
    4. User ID
    5. User password
    6. Accounts
    7. Claim Description Template (Optional)
  6. Select Done.
  7. 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 Intacct Dimension instead of the hardcoded settings.

Enable Intacct in BriteCore

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Vendors.
  3. On the Vendors screen, under Accounting, select Intacct.
  4. Next to Intacct, select the edit icon Edit icon.
  5. In the Intacct dialog box, add the appropriate credentials, and then select Done.
  6. At the bottom of the screen, select Save.
  7. Complete one of the following steps:
    • Create sample claim transactions.
    • Use the BMIC DevBrite instance and ensure some payments are marked as not exported.
  8. Export a claim transaction, and then ensure:
    1. There are no errors in BriteCore.
    2. The bill in Intacct has a Location ID of 10.
  9. 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.
  10. Export the return premium(s), and then ensure:
  11. There are no errors in BriteCore.
  12. The bill is created in Intacct with a Location ID of 10.

Include all named insureds on return premiums

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Vendors.
  3. On the Vendors screen, under Accounting, select Intacct.
  4. Next to Intacct, select the edit icon Edit icon.
  5. In the Intacct dialog box, add the following credentials:
    1. Sender ID
    2. Password
    3. Company ID
    4. User ID
    5. User password
    6. Accounts
    7. Claim Description Template
    8. Location ID
    9. Dimension Name
    10. Return Premium All Named Insureds
    11. Named Insureds Separator
  6. Export payments to Intacct.
  7. Log in to Intacct.
  8. Navigate to Accounts Payable, and then select Bills.
  9. On the Bills screen, ensure bills were created and have all named insureds separated by the word and.