Required user roles
In Intacct, the Tipalti Integration Role requires certain application/ module permissions to set up the integration.
In Tipalti, you need the Manage Integrations user role to set up the integration.
In Intacct, to enable permissions:
- In the "Applications" dropdown list, go to Company > Admin, and click
to expand "Roles".
- Go to Try a role > Tipalti Integration Role.
- Select an Application/ Module.
- At the end of the row, click "Permissions".
- Select all the permissions listed for each Application/ Module in the table below.
Application/ Module |
Permission |
purpose |
|---|---|---|
| Administration | Access Log | Required for the Web Services user |
| Audit Log | Required to identify several hard deleted record types | |
| Company | Departments | Used to get Department values for coding purposes in Tipalti |
| Department Groups | Used to get Department groups for coding purposes in Tipalti | |
| Entities | Used to get the company entities/ subsidiaries from Intacct in order to map them to Tipalti entities - required to support multi-entity | |
| Locations | Used to get Location values for coding purposes in Tipalti - Mandatory on line level in Intacct - the integration cannot work without this record | |
| Location Groups | Used to get Location groups for coding purposes in Tipalti | |
| Class | Used to get Class values for coding purposes in Tipalti - Mandatory on line level in Intacct - the integration cannot work without this record | |
| Class Groups | Used to get Class groups for coding purposes in Tipalti | |
| Attachment Folders | Used to manage Tipalti invoice images | |
| Attachments | Used to manage Tipalti invoice images | |
| Transaction Currencies | Used to manage payer currencies on Tipalti transactions | |
| Partner Sync Events | ||
| Smart Event Jobs | Used to be able to work correctly with Smart events | |
| General Ledger | Journal Entries | |
| Adjusting Journal Entries | ||
| Accounts | Used to get Accounts to Tipalti to be used on transactions | |
| Account Title By Entity | Used to get only Accounts of the entities mapped to Tipalti to be used on transactions (instead of syncing all accounts) | |
| Account Groups | Used to identify and categorize accounts correctly | |
| Accounts Payable | Pay Bills | Required for paying bills |
| Approve Payments | Used to manage payments created by Tipalti integration | |
| Approve Bills | Used to manage bills created by Tipalti integration | |
| AP Bills Approval Levels | Used to manage bills created by Tipalti integration | |
| Manual Payment | Used to create manual payments (that were paid outside of Tipalti) by the integration | |
| Adjust Account | ||
| Check Reconciliation | ||
| Vendors | Used to manage Vendors/ Payees by the Tipalti integration | |
| Vendor Types | Used to manage Vendors/ Payees by the Tipalti integration | |
| Vendor Groups | Used to manage Vendors/ Payees by the Tipalti integration | |
| Bills | Used to manage AP bills by the Tipalti integration | |
| Adjustments | Used to manage AP adjustments (vendor credits) by the Tipalti integration | |
| AP Terms | Used to get payment terms to be used to calculate payment dates in Tipalti | |
| AP Account Labels | Used to get Accounts to Tipalti to be used on transactions | |
| Payment Requests | Used to manage payments created by Tipalti integration | |
| Posted Payments | Used to manage payments created by Tipalti integration | |
| Order Entry | Payments | |
| Payment Account Information | ||
| Payment Exchange Rate Information | ||
| Payment Defaults | ||
| Inventory Control | Vendors | Required when using Intacct Purchasing module to manage vendors |
| Vendor Groups | Required when using Intacct Purchasing module to manage vendors | |
| Cash Management | Reconcile Bank | Used for sync of bank accounts to Tipalti |
| Bank Transactions | Used for managing Tipalti payments | |
| Charge Card Accounts | ||
| Checking Accounts | Used for sync of checking accounts to Tipalti to be used on transactions | |
| Savings Accounts | Used for sync of savings accounts to Tipalti to be used on transactions | |
| Charge-Card Transactions | ||
| Credit Card Charges and Other Fees | Used for managing credit card transactions by Tipalti integration | |
| Deposits | Used for managing deposits by Tipalti integration | |
| Other Receipts | Used for managing other receipts by Tipalti integration | |
| Projects | Projects | Used to get Project values for coding purposes in Tipalti |
| Project Groups | Used to get Project groups for coding purposes in Tipalti | |
| Project Resources | Used to get Project resources for coding purposes in Tipalti | |
| Project Types | Used to get Project types for coding purposes in Tipalti | |
| Project Status | Used to get Project status values for coding purposes in Tipalti |