Before you start setting up the integration generate the Sage Intacct credentials following the steps covered in this article.

To access the Sage Intacct integration, select the Accounting integration on the left-side panel.

Select Sage Intacct.

Select Connect to start configuring Sage Intacct integration.

To connect with Sage Intacct, enter the generated credentials and select Save and continue.

Note: These credentials are mandatory to set up the integration. If you haven't generated the credentials, refer to this article for detailed steps.

After successfully connecting, select a location entity. This choice will determine where expenses from expense management will be posted in Sage Intacct once set up.

Configuring export settings is mandatory for the Integration and can be tailored to your needs.

First, select how expenses should be exported to Sage Intacct. You can choose between Charge Card Transactions, Journal Entry and Bill. You can use the link in the description to preview the export image of all export types.

Enter the details based on your requirements and select Save and and continue to proceed.

Dimensions such as general ledger account, locations, project, item and customer from your Sage Intacct account to expense management for easier setup.

Select the dimensions you want to import using the toggle buttons. Also, select the field these dimensions are mapped to in expense management. Select Save and continue when you're finished.

In the advanced settings, you can enable the options to customize and automate your export workflow. This section is optional, and you can enable this based on your business requirements.

Scheduling Automatic export is a feature that lets you set up a frequency for the integration to export expenses automatically from expense management to Sage Intacct.

The advanced setting also hosts options such as exporting expenses with the date of the current open accounting period where expenses that get created after the closing of the accounting period automatically get added to the current month.

You can customize the data set to be passed in the description column of the exports in Sage Intacct. A sample preview of how the exports will look with the selected fields is visible based on your preference selection.

You can also set default values for the different expense fields. If a field is mandatory in Sage Intacct and the information is missing while submitting the expense, the expense field will be posted to a default value of your choosing.

Once all the settings are configured, select Save and continue.

Select Launch integration to access the dashboard featuring the latest synced data between expense management and Sage Intacct.

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