If you are using the Intacct project accounting module, we can limit the import of Intacct projects into Nexonia based on the project status assigned to them in Intacct.
To set this up in Nexonia:
Navigate to the Intacct tab> Integration Setup > Edit Parameters > Filter Project by Project Status:
You will be presented with two options:
Set up Inclusion List - use a list of Intacct project statuses for projects that we want to include in Nexonia
Set up Exclusion List - use a list of Intacct project statuses for projects that we want to exclude from Nexonia
Selecting one of these options will present a text box (Project Status Inclusion List: / Project Status Exclusion List:) where we can enter a comma separated list of Intacct project statuses to either include/exclude
e.g. On hold, Complete, Canceled
Click OK to save your configuration change.
Run a Configuration Sync to see the updated list of projects in Nexonia
If projects with unwanted statuses are already in Nexonia, they will become 'Inactive' after the configuration sync with this filtering.