Citizens

Once an appropriately entitled Sage Web Services user is created, Citizens Treasury Intelligence will need the following from them:

1. Once an appropriately entitled Sage Web Services user is created, Citizens Treasury Intelligence will need the following from them:
   1. User ID
   2. Password
   3. Company ID

Upon obtaining the 3 requirements listed above, please send us a message using the in-product chat. Once Citizens Treasury Intelligence has received the information above, our team will work to validate your Sage credentials and initiate the feed between Sage and Citizens Treasury Intelligence.

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The Sage Intacct Inbound integration allows users to see open AR/AP invoices in Citizens Treasury Intelligence via the Open Invoices & Forecasting modules

Developer API — Sage Intacct Inbound: AR/AP Invoices Setup Guide

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Developer API — Sage Intacct Inbound: AR/AP Invoices Setup Guide

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