Authorizing ITA Access

Prerequisite: Active Web Services Gateway setup.

To successfully communicate with ITA, provide the access and refresh token:

  1. From the accordion menu on the left, select Administration > Accounting Entity Maintenance .
  2. Select your accounting entity, then click Modify.
  3. Click the Registration tab, then click Authorize.
  4. In the authorization form, select Access and Refresh.
  5. Fill the Access and Refresh Token, then click Save.
  6. Close the form, then click Refresh to update your status to Authorized.
    Note: You can automatically refresh this token by setting up the LCSXCProcessEssentialMethods background task in Web Services Gateway.