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Modify data passed to the Memo field in Sage Intacct

Instructions to modify the data that is passed to the Memo field of Sage Intacct

Updated over 6 months ago

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.

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