In order to provide additional flexibility for automation, it would be particularly helpful to have access to custom fields created within the Sage Intacct platform.
Our current use case is to automate level assignments for Account Groups within the Account Group Hierarchy, in order to recreate Financial Statements in our BI platform. Based on our understanding, the hierarchy level for a given account is developed / tracked manually in Sage Intacct, therefore there is no back end data point that would help describe this relationship. However, a workaround to this limitation is to create custom fields in Sage Intacct that would provide level assignment for each Account Group indicating their specific location within the account group hierarchy.
The "glacctgrouphierarchy" table provides the relationship between which "accountno"(s) (GL Accounts) are related to a given "glacctgrpname" (GL Account Groups) in the hierarchy. However, it does not provide the relationship between individual GL Account Groups. An example of this is knowing the GL Account "Cash on Hand" is related to both GL Account Groups "Assets" and "Current Assets". The table does not tell you that "Current Assets" is a sub-group of "Assets". Using the custom field workaround above, we could assign level assignments to fill this gap but will need custom fields to be supported in the Fivetran Sage Intacct connector.