Before exporting expenses as a journal entry to Sage Intacct, follow these instructions to create a Journal folder in Sage Intacct to post the expenses.
To create a folder, follow the steps mentioned below:
On the homepage, go to Applications.
Select General Ledger, select Setup and go to Journals.
Click on the Journals and add a new journal.
Please use the following details to fill in the Journal information.
Symbol: EM_JOURNAL
Title: EM Journal
Status: Active
Tick the Enable project billing option
Once this is completed, save the journal.
You can now find all the expenses exported from expense management as journal entries in Sage Intacct under this folder.
If you need further assistance, reach out to our support team at support@capitalone-fylehq.com.