Open Organization Settings from your profile when you need to inspect or update the Bank Transactions settings for a specific organization.
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Settings
Browse support articles for Settings.
Update Fixed Assets settings when thresholds, subaccounts, or posting behavior need to change, resulting in a configuration that matches your accounting policy.
Adjust class and department settings when transaction tagging behavior needs to change, resulting in the right categorization fields and auto-tagging behavior.
Enable or disable Sage-backed dimensions when categorization workflows need different fields, resulting in the right dimension options during transaction review.
Create the Sage Intacct journal book Truewind should use when Sage posting needs a dedicated destination, resulting in the right book being available in Truewind settings.