Export expenses to Sage Intacct and resolve export errors

After you’ve connected your Expense Management account to Sage Intacct, approved or closed expenses can be exported to Sage Intacct, where they can be stored permanently for accounting purposes.

For detailed instructions on setting up an integration with Sage Intacct, view the Set up an integration with Sage Intacct help article.

Select the Accounting integration tab from the left side panel.

Expense Management will keep approved or closed expenses, based on your selection during integration set up, ready for export in the integration dashboard. Select the Sync button to refresh data at any time.

To export expenses to Sage Intacct, select the Export button. This may take a few moments based on the number of expenses ready for export.

After the export is complete, you’ll be able to view the export status of the expenses in the Your last report section.

You can find a log of successful exports in the Exports log tab of the integration dashboard.

If any expenses or reports fail to export to Sage Intacct, the number of failed expenses will be immediately displayed in the Your last report section. Select the View button near the number of failed expenses to get additional information about the failed expenses.

The reasons for any failures will be displayed in the Errors section of the page. You can resolve these errors before retrying the export.

For category mapping error, select the Resolve button. All the missing category mapping data is displayed in a right side panel.

You can create new mappings directly from the panel. Once the new category mappings are created, the mappings are automatically saved.

Note: Mapping errors occur when expense categories in Expense Management do not have the corresponding category in Sage Intacct.

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

Sage Intacct errors are the result of validation or permission issues originating from Sage Intacct. These issues block Expense Management from generating records in Sage Intacct.

All linked expenses that failed due to Sage Intacct errors—along with their corresponding error codes—will be displayed on the integration dashboard. Use this information to resolve any Sage Intacct related issues in Sage Intacct before trying to export again.

Note: The integration will compile all the previously failed expenses along with any new ones. All will be ready for export to Sage Intacct.

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