Set up an integration with Sage Intacct

You can connect your Sage Intacct account to Expense Management. This integration allows you to export all expenses and their details—like receipts, purpose, cost code—to Sage Intacct and import Sage Intacct data to Expense Management.

You’ll set up and manage your integration on the Accounting integration page in the left side panel.

Select Sage Intacct to begin the set up process.

On the integration connection page, you can watch a video tutorial explaining how to connect your account.

Before you can set up your integration, you must generate Sage Intacct credentials specific for Expense Management. Follow the steps in the Generate credentials to connect with Sage Intacct help article to create your credentials.

Select the Connect button to configure your integration.

Enter the credentials you generated, then select the Save and continue button.

After successfully connecting, select a location entity. This will determine where expenses from Expense Management are posted in Sage Intacct.

Next, you’ll configure your export settings. You can choose to export expenses to Sage Intacct as charge card transactions, journal entries and bills. Use the link in the description to preview the export image of all export types.

Based on your selection, additional fields for export method and frequency will appear.

Select your preferences, then select the Save and and continue button to proceed.

In the import settings, select the dimensions you want to import from Sage Intacct. Your employees will be able to select these dimensions while adding expense details in Expense Management.

Switch the toggles on to determine how this data is imported to Expense Management. Map the dimension to the correct Expense Management field.

Select the Save and continue button to proceed.

In the advanced settings, you can enable automation.

Scheduling automatic exports allows Expense Management to automatically export expenses to Sage Intacct. After switching this toggle on, you’ll need to set the frequency of this automatic export.

You can also enable entries to post in the next open accounting period. To learn more, view the Export expenses to the current accounting period on Sage Intacct help article.

You can customize the Expense Management details that are in the description column of Sage Intacct. For more information, view the Modify memo field data in Sage Intacct help article.

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

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

Select the Launch integration button to access the dashboard featuring the latest synced data between Expense Management and Sage Intacct.

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