Accounting Periods
Overview
📥 Direction: Sage Intacct → Zudello
Accounting period data (known as Reporting Periods in Sage Intacct) flows from Sage Intacct to Zudello to support period-based financial reporting and transaction management.
Field Mappings
| Zudello Field | Intacct Field | Notes |
|---|---|---|
| Code | RECORDNO | The unique record number for the period. |
| Name | NAME | The name of the period. |
| Status | STATUS | The status of the period (e.g., Open, Closed). |
Key Behaviours
- Period Management: This integration syncs your accounting periods to enable period-based transaction control and reporting in Zudello.
- Status Sync: The status of each period is kept in sync between Sage Intacct and Zudello.
- Incremental Sync: Only new or updated periods are synced to save time.