Subscribe to an application

Discover a set of comprehensive applications and solutions that increase financial efficiency, drive growth in your organization, and enable you to integrate with external applications, such as Salesforce.

Subscribing to an application adds the application to your company, and allows you to configure the application settings according to your business needs.

Only administrators with limited or full privileges can subscribe to, cancel, or configure applications.

  1. Go to Company > Admin > Subscriptions.

  2. On the Applications tab, select the application icon or toggle.

    If an application has a View options link, there are different application options to choose from. See Application descriptions for details.
  3. Select Subscribe.

  4. On the configuration page, enter the required information and enable options.

  5. Select Save.

You’re now subscribed to the application, which appears on your applications menu bar the next time you log in.

If you need to change the application configuration later on, you can access the configuration page in two ways:

  • Return to the Subscriptions page, select the application icon, then select Configure.
  • Select the application from the menu bar, and select Setup > Configuration.

Configure an application

Configuring each application involves a separate page, each with many different options. If you are not directed to the application immediately after subscribing, you can access configuration pages from the Subscriptions page.

  1. Go to Company > Admin > Subscriptions.
  2. Scroll to find the application you want, then select Configure.
    Sage Intacct displays the Configuration page for the selected application.

For information about an application-specific configuration options, open the Help & Support menu at the top of the application's configuration page, and select Help on this page.