For multi-entity environments, you'll find a dropdown at the top of the sync options menu where you'll have the option of syncing with the top-level or a specific entity in your Sage Intacct instance. If you sync at the top level, we pull in employees and dimensions that are shared at the top level and export transactions to the top level. Otherwise, we sync information with the entity.
How does auto-sync work?
With auto-sync for Sage Intacct, when a non-reimbursable report is final approved in Expensify, we will automatically queue it for export to Sage Intacct. However, if a withdrawal account has been added for ACH reimbursement, any reimbursable expenses will be auto-synced to Sage Intacct when the report is either marked as reimbursed or enabled for reimbursement.
What happens if the report can't be exported to Sage Intacct automatically?
There are a number of reasons why your reports may fail to export to Sage Intacct, in which case we'll send an email to your technical contact (as defined in the Connections section of your policy), and we'll place your reports in your Inbox. There, you'll be able to fix any issues (need help? Check out our troubleshooting page on Sage Intacct export errors) and export manually.
How can I make sure that I final approve reports before they're exported to Sage Intacct?
You'll want to make sure that your policies are set up with the correct workflow, so that they are reviewed by the appropriate people within Expensify before exporting to Sage Intacct. We have some examples of workflow in our help documentation, to help guide you through defining your own workflow.
You may also want to use Domain Control to strictly enforce expense policy workflows, as this will make sure that your policy's workflow is always followed.
Enabling Invite Employees will add your employees automatically to your policy and create an Expensify account for them if they don't have one. If you have Domain Control enabled on your account, you'll have to make sure that the Expensify account connected to Sage Intacct is an admin on your domain.
When Import Sage Intacct approvals is enabled, we will automatically set each user's manager listed in Sage Intacct as their first approver. If no manager exists in Sage Intacct, the approver can be set in the Expensify People table.
Sync Reimbursed Reports
Sync reimbursed reports (available only for vendor bill export) will sync any reports reimbursed with Expensify ACH to Sage Intacct and create a Bill Payment using the account selected here.
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