When posting your expenses to Sage Accounting via integration, ExpenseIn will always prompt you to review the posting status in the Export History section of the Finance area (on the Postings tab). You'll also receive an email if one or more of your expenses have failed to post.

The Postings tab is particularly important for troubleshooting any failed posting attempts. By clicking on your failed posting, you'll be able to expand your Purchase Invoices or Bank Payments and subsequently view the reason for any posting failures.

Throughout the remainder of this Help Article, you'll find some common troubleshooting steps for resolving any full or partial failed postings. If you continue to have difficulty successfully posting your expenses to Sage Accounting, get in touch with our Support Team.

Accountancy package integration often requires periodic re-authentication - we'd recommend initially checking your integration connection status.

If you've completed the steps above but still get the same error, get in touch with our Support Team.

ExpenseIn has been unable to find the Supplier Reference provided for this expense in Sage Accounting.

To check the Supplier Reference used (e.g. the ExpenseIn User Reference or Static Field), refer to your Sage Accounting integration mapping settings via Admin > Integrations > Actions > Mapping.
​

You’ll need to make sure that the ExpenseIn User Reference/Static Field used is verbatim to the Supplier Reference stored in Sage Accounting.
​

You’ll see the above posting error if there’s an issue with the expense’s Ledger Account Nominal Code.

Check your Sage Accounting integration mapping settings and ensure the field mapped to the Ledger Account Nominal Code Line Field matches the Nominal Code stored in Sage Accounting.

You’ll see the above posting error if there’s an issue with the visibility of the expense’s Ledger Account Nominal Code.

Check the visibility settings for your ledger account in Sage Accounting to ensure they are enabled for the appropriate transaction type(s).

You'll see one of the above posting errors if there's an issue with the expense’s Analysis Type.

If you post your transactions against the Sage Accounting Analysis Type Name or Analysis Type Category Code Line Field(s), confirm your integration mapping settings are correctly using the Name/Category Code for the corresponding Analysis Type(s) within Sage Accounting.

If you need to edit the expense (to select another category, department, project, or other field), follow our Help Article to edit completed expenses.

If you need to adjust your category, department or project reference, you can do so by heading to your Admin area and selecting Categories, Departments or Projects.

You’ll see the above posting error if there’s an issue with the visibility of the expense’s Analysis Type Name or Analysis Type Category Code.

Check the visibility settings for your Analysis Type(s) in Sage Accounting and enable the required transaction type(s).

Check your integration mapping settings for the Tax Rate Name and Fallback Tax Rate Name Line Fields. Confirm they are correctly mapped to your tax rate names or references within ExpenseIn or a Static Field and ensure these match the non-customisable Tax Rate Names used within Sage Accounting.

The ExpenseIn values used to map against your Sage Accounting Bank Account Name (e.g. usually a Static Field or Custom Field) need to be typed exactly the same as they are in Sage Accounting.

Check your Sage Accounting integration mapping settings to see which ExpenseIn fields are being used to map against your Bank Account Name or Payment Method Name fields, and then ensure the ExpenseIn field is correctly storing the required information.

To facilitate posting to any non-GBP suppliers within Sage Accounting, you may have elected to use the EU Goods/Services Line Field in your integration mapping settings. If this detail is required by Sage Accounting and is not present on the expense, or this setting is mapped incorrectly, you may encounter the following posting error.

We recommend creating a custom field as per the example below and mapping the new field to the EU Goods/Services Line Field in your integration mapping settings.

Creating a custom field will allow users to select either 'Goods' or 'Services' on their expenses where required.

Please Note: If either the Goods and Services value is selected on an expense by mistake for a GBP supplier, Sage Accounting will ignore the selection and no error should be triggered.