Sage Intacct Security Roles required

Company permissions

If you get an Error: You do not have permission for API operation READ-BY-QUERY on objects of type trxcurrencies, grant the user Company Permissions > Transaction currencies.

GL permissions

You need to grant the user GL Permissions – Drill down to all transaction from reports as shown below in order to view AP Advances at the Top level.

Cash Management permissions

If you get an Error: You do not have permission for API operation READ-BY-QUERY on objects of type checkingaccount, grant the user List and View in Cash Management Permissions > Checking accounts / Cheque Accounts (depending on the user's language and region).

Limited Admin rights

Users don't need Limited Admin rights to use EFT Processing for Sage Intacct.

In earlier updates, Limited Admin was required to check if a user had access to EFT Banks.

If a user doesn't have rights to EFT Banks and uses a file format that requires FSN, they may get an error message like below: 

Warning! Permission Denied delete on EFT Bank. Please check with your administrator.