Acumatica Integration
PaySpace has created an integration within PaySpace itself and it functions in the same fashion as our integration with Xero and Quickbooks, whereby we now seamlessly "push" the GL transactions into Acumatica. Customers will be able to map payroll components within PaySpace to the relevant Branch Code, Account Number, Sub Account Number, Project Code and Task Code within Acumatica, so that journal entries are posted accordingly.
Step 1 – Granting Permission to PaySpace
To post the journal transactions to Acumatica, you must register the PaySpace application in Acumatica and provide PaySpace with the credentials generated during this registration process. Navigate to the Integrations menu option in Acumatica and select the “Connected Applications” menu option under the “Preferences” section. Carefully follow the instructions on the below help link.
To post the journal transactions to Acumatica, you must register the PaySpace application in Acumatica and provide PaySpace with the credentials generated during this registration process. Navigate to the Integrations menu option in Acumatica and select the “Connected Applications” menu option under the “Preferences” section. Carefully follow the instructions on the following link: How to Register a Client Application with the Authorization Code Flow
Unique credentials need to be generated for each “entity” in Acumatica and PaySpace. You will notice that the ID of the company in Acumatica is appended to the ClientID that is generated.
The following redirect URI’s need to be captured during the registration process depending on the Acumatica environment you wish to configure for:
| PaySpace Test Environment | https://staging-identity.payspace.com/signin-acumatica |
| PaySpace Production Environment | https://identity.payspace.com/signin-acumatica |
Record and send the following information to PaySpace after the registration process for each entity:
- CllientID
- Secret
- The URL of the Acumatica ERP instance to which PaySpace is going to connect. (this will be the same for each entity)
The following format indicates how the GL string needs to be captured for each payroll component on PaySpace that you wish to import into your Acumatica journals. Each Acumatica “dimension” such as a Branch Code or account number needs to be separated with a pipe character i.e. “|” as per the example below.
Branch Code|Account No|Sub Acc No|Project Code|Task Code
If you are not utilizing a dimension in Acumatica, then you simply do not capture anything in the relevant segment of the GL string, but the pipe characters must still be present. For example, if you do not have Project Code, or Task Code setup in Acumatica, the GL string should be captured as follows (1000 is a Branch Code, 5709873 is an Account Number with 00000-000000-000 being a Sub-Account number):
1000|5709873|00000-000000-000||
Navigate > Configuration > Payroll > Payroll Config > General Ledger Parameters Below is an example:
Once PaySpace has confirmed that the generated Acumatica credentials have been configured on the system, you are ready to post the journals.
Navigate > Reports > General Ledger.
For PaySpace to post the journals to Acumatica, a user with Acumatica login credentials needs to authenticate with Acumatica from within PaySpace in real-time. When this user clicks on the Acumatica button (reflected in the screenshot above) they will be re-directed to the Acumatica login page. The user must enter their credentials and if successfully authenticated, they will be re-directed back to PaySpace and it will show that the user is now connected to Acumatica, see below screenshot.
The user must then select the relevant payroll period or payroll run that they wish to post to Acumatica. The option of “Totals grouped by GL Number” must be selected in the “Grouping” drop down list. When the user clicks on the Submit button, a small notification window will pop-up on the right-hand side of the screen and indicate the progress of the posting process. Any errors will show on this pop-up.
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