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:

  • Company

    • Departments - View

    • Locations - View

  • General Ledger

    • Accounts - View

  • Accounts Payable

    • Vendors - View

    • Bills - Add

    • Tax Detail - View

  • Projects

    • Projects - View

To connect your accountancy package to ExpenseIn for integration:

1. Click on Admin.

2. Click on Integration.

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.

Please note: We will not store or have access to your login credentials for your Sage Intacct accountancy package.

Add your Sage Intacct connection credentials. These will be used when posting expenses and invoices to your Sage Intacct account.

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 with any of your ExpenseIn system queries.

Related Article

Sage Intacct integration mapping

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