TIP 💡This article assumes that you have an existing Enterprise Subscription connected to your Sage Intacct Tenant
Navigate to:
Settings -> Billing & Admin -> Manage Organisations
This will open the Admin screen in a new browser tab, Click on Add Organisation in left menu
If you do not already have a Workspace you will be asked to create one
Add a Workspace Name
Set the Time Zone
Confirm by clicking ADD WORKSPACE
Click Add Organisation, and select the Workspace where you would like to add your organisation, then click the NEXT STEP button
Select the Tenant you wish to connect to. You can also choose to add either a Manual Organisation or a Non-Enterprise Organisation if required
Choose organisation to import from the drop down and click BEGIN IMPORT
The import progress will be displayed until the import is complete.
Note: 💬 The time taken to import depends on how much historical data exists
When the import is complete, set your preferences by selecting them from the drop-down menus in each section. Click ALL DONE when finished.
Note: 💬 all preferences can be changed later if required.
When complete you will be brought back to the Workspaces menu.
To add another organisation repeat the process.
Or click OPEN WORKSPACE to go and budget and report on this new organisation.