If your Bill integration with Sage Intacct fails to sync, it may be due to a Smart Rule within Sage Intacct blocking the creation of the record. The bill sync error you'll get will show: Bill with Procurify ID #: Error when attempting operation: Smart rule… (custom message that was created for the smart rule).
You can resolve this by editing the rule to exempt the Procurify integration user, allowing bills to flow through.
Follow these steps to update your Smart Rule criteria:
1. Find your Intacct Smart Rules by going to Platform Services > Smart rules
2. Find the active rule which has the owner object of AP bill and click Edit
3. Go to Step 2 of 3 which is Select properties
4. In the Condition section, add the following:
OR ({!CURRENTUSER.LOGINID!} == 'procurify_ws')
Make sure you replace
procurify_wswith the User ID that you used to connect to Procurify integration. You may also need to re-select the Events before proceeding. If that's the case, make sure you select Add and Set
5. Select Next at the top right and make any changes to your Description field as appropriate, and make sure the Status is Active.
6. Click the Done button at the top right and test by re-syncing any bills that may have been blocked by this smart rule.