The Sync Options menu is where you configure the integration settings between Sage Intacct and Expensify. Once Expensify and Sage Intacct have been connected, go to Admin > [Policy Name] > Connections > scroll down to Sage Intacct > select Configure.
Sync with top or entity level
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.
We sync Sage Intacct Expense Types as Categories in Expensify by default if you are set up to export as Expense Reports. If you are set up to export as Vendor Bills, your Chart of Accounts will be imported as Categories. You have the option to hide specific Expense Types/Accounts from employee view by going to Admin > [Policy Name] > Categories and disabling the toggle for a particular Category.
There are three mapping options for Departments, Classes, and Locations: Tags, Report Fields, and Employee defaults. You have the option to map Customers and Projects to Tags or Report Fields.
With the Employee Default mapping option, we use the default from the employee record when you export transactions to Sage Intacct.
Tags allow you to have a different Dimension for each expense and should be used in the case where employees on the policy have to do a lot of cross charging between Departments or Locations, for example.
Report Fields allow you to select one value for a particular Dimension that will apply to the entire report. Report Fields should be used in the case where the employee's Location, for example, is different from one report to another.
If you enable Billable expenses, you'll be able to map your expense types or accounts to items in Sage Intacct.
The first thing you will have to do is enable the correct permissions on your Sage Intacct user or role. This can vary based on where your items are located in Sage Intacct so you'll need to enable read only permissions on whatever combination of the following modules you are using:
- Inventory Control
- Order Entry
You'll then be able to map your categories (expense types or accounts depending on your export settings) to a specific item and these items will export to Sage Intacct.
User Defined Dimensions
You can add any User Defined Dimension (UDD) to your policy by locating the "Integration Name" in Sage Intacct. Note: You must be logged in as an administrator in Sage Intacct in order to locate the required fields.
To find the Integration Name in Sage Intacct, go to Platform Services > Objects > List > Set "filter by application" to "user defined dimensions".
Now in Expensify, go to Admin > [Policy Name] > Connections > click Configure under Sage Intacct. On the Coding tab, enable the toggle next to User Defined Dimensions. Enter the Integration name and choose whether you'd like to import into Expensify as an expense level Tag or as a Report Field, then click Save.
You'll now see the values for your custom segment available under Tags settings or Report Fields settings in Expensify.
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