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How to Conduct A Manual Refresh for Sage Intacct Data in the Roghnu Data Portal
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Sage Intacct Sync Overview
Roghnu's Sage Intacct Sync to Data Vault is designed to automatically capture changes made in Sage Intacct throughout the day, with updates processed nightly. For most customers, this automatic sync is sufficient, and manual refreshes are typically unnecessary.
Why would I do a Manual Refresh?
There are specific scenarios where a manual refresh might be needed:
- Month-End Close: During the month-end close, accounting teams may enter adjustments or other critical entries and require immediate access to updated data without waiting for the nightly sync.
- Prior Period Adjustments: If you've made adjustments to prior periods older than two months and the changes aren't reflected in your data, a manual refresh can ensure the updates are captured.
What is the Manual Refresh?
The Sage Intacct Manual Refresh is an on-demand user-initiated update to your Data Vault with recent Sage Intacct changes or a full refresh.
Roghnu's Nightly Refresh Process
Roghnu performs a nightly refresh of your data for the past 3 months - unless otherwise noted.
How to Manually Refresh Sage Intacct Data
Log In: Access your account at apps.roghnu.com.
2. Navigate: Select "Manual Intacct Refresh" from the left-hand menu.
3. Overview of the Manual Refresh Tool
4. How to Manually Refresh Historical Data
5. How to Manually Refresh Current Data
6. Confirm the Table is Refreshing
7. Verify Table has been Successfully Refreshed
Frequently Asked Questions
What credentials do I use to log in?
Use the credentials provided during your onboarding process with Roghnu. This process included an email verification through OKTA, our user management platform.
How do I reset my password?
If you need to reset your password, click the 'Need help signing in?' link on the apps.roghnu.com login screen.
How do I obtain a username?
Your organization’s designated administrator manages user accounts. If you don’t know who your administrator is, please contact Roghnu for assistance.
