SAGE INTACCT Implementation Exam for 2025/2026
Complete Questions And Correct Answers |Already
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AR-001: Customers
Requirement:System should automatically assign a sequential ID to imported or
manually created customer records
Where solution is found in Sage Intacct (if applicable) - CORRECT
ANSWER=Accounts Receivable Configuration
AR-002: Customers
Requirement:System should automatically assign a sequential ID to imported or
manually created customer records
Solution Description - CORRECT ANSWER=Add a document sequencer for
Customers. Related permissions: Administrative Permissions > Application
Subscriptions: Configure
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AR-003: Customers
Requirement:System should support sharing a single customer record across
multiple entities.
a. Standard functionality
b. Workaround
c. Marketplace solution - CORRECT ANSWER=Standard
AR-003: Customers
Requirement:System should support sharing a single customer record across
multiple entities.
Where solution is found in Sage Intacct (if applicable) - CORRECT
ANSWER=Multi-Entity Console Configuration
AR-003: Customers
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Requirement:System should support sharing a single customer record across
multiple entities.
Solution Description - CORRECT ANSWER=Enable entity restrictions for
Customers. Then edit a customer record and share the customer with specific
entities on the Restrictions tab. Note: The customer must be created at the top level
to share it with one or more entities. Related permissions: Administrative
Permissions > Application Subscriptions: Subscribe, Configure Customers: List,
View, Add, Edit, Delete
AR-004: Customers
Requirement: System should provide a way to track the legacy system customer
account number.
a. Standard functionality
b. Workaround
c. Marketplace solution - CORRECT ANSWER=Standard
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AR-004: Customers
Requirement: System should provide a way to track the legacy system customer
account number.
Where solution is found in Sage Intacct (if applicable) - CORRECT
ANSWER=Customization (Platform) Services > All > Object customizations >
Custom fields
AR-004: Customers
Requirement: System should provide a way to track the legacy system customer
account number.
Solution Description - CORRECT ANSWER=Create a custom field on the
Customer object. After field creation, it will appear on the Customer import
template and can be imported along with the Customers. Related permissions:
Customization Services