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Documentation Index

Fetch the complete documentation index at: https://docs.numeral.com/llms.txt

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The Numeral integration for Sage Intacct uses Web Services and Smart Events to capture invoice, payment, and adjustment activity and write tax results back to your invoices.
You must be a Sage Intacct administrator to complete this setup. The integration is provisioned per company entity.

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What you’ll do

  1. Enable Web Services on your Sage Intacct subscription
  2. Authorize the Numeral and Rutter sender IDs
  3. Create a Web Services user (numeral_ws) with the required permissions
  4. Connect Sage Intacct to Numeral
  5. Create custom fields on ARINVOICE and ARINVOICEITEM
  6. Configure Smart Events to push events to Numeral
  7. Update your invoice print template to include tax detail

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1. Enable Web Services

In Sage Intacct, navigate to Company → Subscriptions and ensure Web Services is subscribed. Enable Web Services subscription

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2. Authorize sender IDs

Go to Company → Setup → Company → Security tab → Web Services authorizations, then add the following sender IDs:
  • numeralhqMPP
  • Rutter
Authorize sender IDs

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3. Create the Web Services user

Create a Web Services user with login ID numeral_ws. Assign the role permissions below.
ModulePermission
Accounts ReceivableRead / Write
Inventory ControlRead
CompanyRead
Web Services user
Save the password securely — Sage Intacct will not display it again. You’ll provide this user ID and password to Numeral in the next step.

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4. Connect Sage Intacct to Numeral

In your Numeral dashboard, go to Settings → Integrations → Sage Intacct and provide:
  • Company ID — your Sage Intacct company ID
  • Web Services User ID — numeral_ws
  • Web Services Password — the password you set for the user
Numeral will validate the credentials immediately. If validation fails, double-check that Web Services is subscribed and the sender IDs are authorized.

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5. Create custom fields

Numeral writes tax results into custom fields on the invoice and line items. Create the fields below under Platform Services → Custom Fields. On ARINVOICE:
Field IDLabelData Type
NUMERAL_TOTAL_TAXNumeral Total TaxDecimal
On ARINVOICEITEM:
Field IDLabelData Type
NUMERAL_TAX_AMOUNTNumeral Tax AmountDecimal
NUMERAL_TAX_RATENumeral Tax RateDecimal
Custom fields configuration

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6. Configure Smart Events

Smart Events tell Sage Intacct to notify Numeral when invoices, payments, or adjustments change. Each Smart Event is an HTTP post with a timeout of 5 seconds and status Active. Configure the eight required Smart Events listed below, plus the optional ITEM events if you want product changes synced to Numeral automatically.

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Required Smart Events

ObjectAction
ARINVOICEAdd
ARINVOICESet
ARINVOICEDelete
ARPAYMENTAdd
ARPAYMENTSet
ARADJUSTMENTAdd
ARADJUSTMENTSet
ARADJUSTMENTDelete

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Optional Smart Events

ObjectAction
ITEMAdd
ITEMSet
ITEMDelete

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Smart Event configuration

For each Smart Event, use this argument template (replace the object name and action accordingly): 
objectType=ARINVOICE
action=Add
recordNo={!ARINVOICE.RECORDNO!}
recordId={!ARINVOICE.RECORDID!}
megaEntityId={!ARINVOICE.MEGAENTITYID!}
The endpoint URL and authorization header will be provided by Numeral during onboarding. Smart Event step 1 Smart Event step 2 Smart Event step 3 Smart Event step 4

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7. Update your invoice print template

So that calculated tax appears on invoices sent to customers, edit your AR Invoice print template to reference the NUMERAL_TOTAL_TAX field on the invoice and the NUMERAL_TAX_AMOUNT and NUMERAL_TAX_RATE fields on each line item.
When saving the template in Microsoft Word, save it as .doc (Word 97-2003) — Sage Intacct does not accept .docx print templates.

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Verification

After setup, create a test invoice in Sage Intacct. Numeral will:
  1. Receive the Smart Event
  2. Calculate tax for the line items
  3. Write the totals back to the custom fields on the invoice
Verification — invoice with Numeral tax Verification — printed PDF with tax detail You can confirm the calculation appears in your Numeral dashboard under Logs.

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Troubleshooting

Confirm the Smart Event is Active and that Web Services authorizations include both numeralhqMPP and Rutter. Sage Intacct will silently drop events from unauthorized senders.
Verify the custom field IDs match exactly: NUMERAL_TOTAL_TAX, NUMERAL_TAX_AMOUNT, NUMERAL_TAX_RATE. Field IDs are case-sensitive.
Re-validate the numeral_ws user has AR Read/Write, Inventory Read, and Company Read permissions. If the password was rotated, update it in your Numeral dashboard under Settings → Integrations → Sage Intacct.