When exporting expenses from expense management to Sage Intacct, a standard set of fields are passed to Memo field of transactions in Sage Intacct.
The fields include:
Merchant/vendor name
Email of the employee
Expense category
Report number
Purpose
Date of spend
Reference link to the expense (URL)
You can delete or reorder the current set of fields with the following instructions:
Go to your Expense management - Sage Intacct integration.
Head to Configuration, and select Advanced settings.
Scroll down to Customization and choose the details required in the memo field.
Review the preview of the description field based on the details selected.
Select Save at the bottom of the page to finish.
If you have any more questions about modifying data exported to the Sage Intacct Memo field, reach out to our support team at support@capitalone-fylehq.com.