Overview
There are two ways to add tenants:
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Add the tenant in the Sage Intacct Accounts Receivable module.
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Add the tenant directly in SIRE.
We recommend adding tenants through Accounts Receivable because it allows you to record more complete tenant information at creation. Tenants created in SIRE are also synchronized to Sage Intacct, but the SIRE form captures a more limited set of information.
Adding a Tenant Through Accounts Receivable
Use this method when you want to record the tenant’s complete Accounts Receivable information before using the tenant in SIRE.
Access Accounts Receivable Tenants
In Sage Intacct, go to:
Applications > Accounts Receivable > Customers
Select Create to create a new tenant/customer.
Complete the Required Information
Complete the applicable customer information, including:
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ID: Enter an ID when tenant auto-numbering is not enabled.
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Name: Enter the tenant’s name.
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Tenant: Select the tenant option so the customer is available in the Real Estate module.
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Print As: Enter the name that should appear on printed documents. This field normally defaults to the tenant name.
Complete any additional fields and tabs required by your company.
For more information about the remaining Accounts Receivable fields, see Sage Intacct Support Center – Add a customer.
Save the new tenant/customer in Sage Intacct. The tenant becomes available in SIRE after synchronization.
Adding a Tenant in SIRE
Use this method when you need to create the tenant from SIRE.
Access the Tenant Setup
In SIRE, go to Setup > Tenants.
Select Create.
Complete the Basic Information
Complete the following fields:
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Name: Enter the tenant’s name. The name can contain up to 100 characters.
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Email: Enter the tenant’s primary email address.
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Print As: Enter the name to display on printed documents. This field can contain up to 50 characters.
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Vendor: Select an existing vendor when applicable.
The tenant ID is assigned through the synchronization process and is not entered manually in the SIRE form.
Assign a Custom Vendor ID
The Custom Vendor ID field is available only when Allow Manual Vendor ID Assignment is enabled under Company > Configuration.
When the setting is enabled:
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Select an existing vendor, or enter a Custom Vendor ID for a new vendor.
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A Custom Vendor ID can contain up to 16 characters.
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The vendor ID must be unique.
When the setting is disabled, SIRE uses the Intacct vendor sequence for new vendors.
Complete the Address Information
Complete the tenant’s address information:
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Address 1: Enter the primary address.
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Address 2: Enter additional address information when applicable.
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City: Enter the city.
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Country: Select the country.
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State: Select the state or province. Available values depend on the selected country.
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Zip/Postal Code: Enter the postal code using the format required for the selected country.
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Primary Phone: Enter the tenant’s primary phone number when applicable.
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Mobile: Enter a mobile phone number when applicable.
Save the Tenant
Select Save.
SIRE creates the tenant and sends the tenant information to Sage Intacct. The SIRE workflow captures the core tenant, contact, address, and vendor information available on the SIRE form.
Frequently Asked Questions
Which Method Should I Use to Add a Tenant?
We recommend adding tenants through Accounts Receivable because it allows you to record more complete information. Use SIRE when you need to create the tenant from the Real Estate workflow.
Does Creating a Tenant in SIRE Create the Tenant in Sage Intacct?
Yes. When you create a tenant in SIRE, SIRE synchronizes the tenant with Sage Intacct.
Where Do I Add a Tenant in SIRE?
Go to Setup > Tenants and select Create.
Why Is the Tenant ID Not Editable in SIRE?
The tenant ID is assigned through the synchronization process with Sage Intacct, so it is not entered manually in the SIRE form.
When Is Custom Vendor ID Available?
Custom Vendor ID is available when Allow Manual Vendor ID Assignment is enabled under Company > Configuration.
What Is the Maximum Custom Vendor ID Length?
A Custom Vendor ID can contain up to 16 characters.
Can I Add Additional Tenant Information in SIRE?
The SIRE form captures the tenant’s core information, including contact details, address information, and vendor information. Use the Accounts Receivable workflow when you need to record more complete customer information during creation.