In order to utilise our direct integration, you will need to link your Sage Intacct accountancy package to ExpenseIn. For security reasons, ExpenseIn will never link your ExpenseIn account and accountancy package together for you. This must be done by an authorised person from your company.
Please note: When authorising ExpenseIn to connect to Sage Intacct, you should use a Web Service user with the following permissions:
Application/Module | Activities/List | Permission |
Company | Departments | View |
Company | Locations | View |
Company | Attachment Folders | View |
Company | Attachment Folders | Add |
Company | Attachments | View |
Company | Attachments | Delete |
Company | Class | View |
General Ledger | Accounts | View |
Accounts Payable | Vendors | View |
*Accounts Payable | Bills | Add |
Accounts Payable | Tax Detail | View |
Projects | Projects | View |
*General Ledger | Journal Entries | Add |
*Cash Management | Credit Card Accounts | View |
*Cash Management | Credit Card Transactions | Add |
*Only required if posting Bills, Journals or Credit Card Transactions.
You will also need to allow access for ExpenseIn as a Sender ID. This can be achieved via Company > Company > Security (tab) > Web Services Authorizations (section), by adding “ExpenseInMPP” as a Sender ID.
In addition to this, you will need to subscribe to Web Services. This can be achieved via Company > Subscriptions > Web Services, by switching the toggle on.
To connect your accountancy package to ExpenseIn for integration:
1. Click on Admin.
2. Click on Integrations.
3. Click on the Connect to Sage Intacct button.
4. You will now be required to enter your Sage Intacct credentials. Click the Actions button, then Edit Credentials.
You have now connected your Sage Intacct accountancy package and will see it listed in the Integrations section as such.
Please review our FAQ's or contact us via Live Chat or by emailing support@expensein.com with any of your ExpenseIn system queries.