How do I enforce dimension relations with an Intacct Integration?
Hello,
We integrate our Expensify Policy with Intacct using the AP module. Our dimensions are collected as tags in expensify, which include a project, location, and cost code.
Our projects have a many to one relationship to a location, which is set up in Intacct, but doesn't come through in Expensify. In theory, once a project is selected, the location is already known, so how do I get this to auto-populate in Expensify or at least restrict the options an Employee can choose for location once they've selected a project?
Additionally, only certain cost codes can be mapped to Categories, how do we restrict the cost codes drop down tag options to a viable option to avoid import errors?
Thank You
Best Answer
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@leascout Unfortunately, our integration won't allow us to make tags and categories dependent on each other via the API. We are able to pull in each list but the relationships set up in Intacct can't be applied via the integration. Let me know if you have any questions!
