Expenses can be exported from expense management to your Sage Intacct account via the integration. This streamlined process ensures that your financial data is readily available in Sage Intacct for various accounting tasks such as report generation and payment tracking.

To start exporting expenses from expense management to Sage Intacct the integration needs to be set up.

To access the Sage Intacct integration, go to your admin settings by selecting the gear icon in the top-right corner.

From the left-side panel, select Integrations and then select Accounting.

Select Sage Intacct.

The integration will continuously import all expenses in real time once they reach the configured export state in expense management based on your export settings.

Note: These expenses are kept ready for export from the integration dashboard. Select the Sync button to refresh the data.

Select Export from the integration dashboard to initiate the export of expenses from expense management to Sage Intacct. This may take a few seconds based on the number of expenses ready to export.

Once the export is complete, a summary of the exports is available in the Your last export section.

Once the selected expenses from expense management are successfully exported to Sage Intacct, you can find a log of successful exports along with a link to view the respective data.

You can view the successful exports in the Exports log section.

If some expenses or reports from expense management fail to export to Sage Intacct, you can see a log of failed exports with a link to view the respective data.

For instance, if the export fails due to errors such as employee mapping or category mapping, you can resolve these errors directly from the dashboard before attempting to export again.

For integration errors, select Resolve. The missing mapping data will be displayed and you can create new mappings directly from the dashboard. Once the missing mapping is completed, the data is automatically saved, and you can re-export the expenses.

Map the field in expense management to the respective fields in Sage Intacct. The changes will be saved automatically.

Note; Mapping errors occur when values in expense management do not have the corresponding mapping in Sage Intacct. Resolving these mappings ensures a smooth integration process.

Once the errors have been resolved, export the expenses once again. The expenses should be exported to Sage Intacct if no further errors are triggered.

Sage Intacct errors are usually the result of validation or permission issues originating from Sage Intacct's end. These issues block the expense management integration from generating records in Sage Intacct.

In such instances, all linked expenses that failed due to error—along with their corresponding error codes—will be accessible from the dashboard. Utilize this information to resolve any Sage Intacct-related issues before re-exporting the expenses.

Note: The integration will compile all the previously failed expenses along with the newly imported ones, making them ready for export to Sage Intacct.

If you have any more questions about exporting expenses to Sage Intacct integration, reach out to our support team at support@capitalone-fylehq.com.