The Sage Intacct direct integration includes two features that can be used together or independently:
Posting - Send expense and invoice data directly to Sage Intacct.
Data Sync - Automatically synchronise reference data from Sage Intacct to ExpenseIn, keeping your Admin area up to date.
Enable the Integration
To get started, you must first authorise ExpenseIn to connect to Sage Intacct.
Once authorised, you can:
Set up your ExpenseIn account to post expense and invoice data.
Configure the Sage Intacct Data Sync feature.
Follow the relevant sections below for setup instructions.
After completing the setup, ExpenseIn will be connected to your Sage Intacct account, allowing data to flow between the two systems successfully.
Note: You can disconnect ExpenseIn from Sage Intacct at any time. Your business remains in full control of the integration.
Post Expense and Invoice Data
To enable ExpenseIn to post expense and invoice data directly to Sage Intacct, review and complete the following:
Note: The standard CSV export option remains available after enabling the integration.
Configure Sage Intacct Data Sync
To enable automatic synchronisation of reference data from Sage Intacct to ExpenseIn, review and complete the following:
Additional Information
If you have any questions about setting up and testing the Sage Intacct integration, contact our Support team for assistance.