To use the direct integration with Sage Intacct, you'll need to link your Sage Intacct account to ExpenseIn.

Note: For security reasons, ExpenseIn will never link your ExpenseIn account and Sage Intacct account for you. This must be done by an authorised person from your company.

Before connecting your Sage Intacct account to ExpenseIn, you must complete the following prerequisites:

1. Ensure that the user authenticating the integration in ExpenseIn has the required user permissions in Sage Intacct. Sage recommends using a Web Service User when establishing the connection between Sage Intacct and ExpenseIn.

To ensure the user has the correct permissions, you first need to assign the permissions to a role in Sage Intacct via Company > Admin > Roles and then select Add or Edit on the Role you want to enable the permissions for. Under Subscriptions, the required permissions are as follows:

Once the required permissions are enabled for the relevant role, you then need to assign the role to the (Web Service) User in Sage Intacct via Company > Admin > Users or Web Services Users and select Edit on the relevant user. Select the Roles Information tab, then click in a blank space under the Role Name column and add the Role you assigned the permissions to.

2. Enable Web Services in Sage Intacct to facilitate receiving information from ExpenseIn. This can be done in Sage Intacct via Company > Subscriptions, then in the Web Services section, switch the toggle on.

3. Add ExpenseIn as a Sender ID to allow ExpenseIn to send information to your Sage Intacct account. This can be done via Company > Company Information, then in the Security tab, locate Web Services Authorizations and add “ExpenseInMPP” as a Sender ID.

To connect your Sage Intacct account to ExpenseIn, follow the steps below:

1. Click the Account Name > Admin.

2. In the Integrations section, click the Accounting subheading.

3. Locate Sage Intacct from the available connections list and click the Connect button.

4. Against the new Sage Intacct connection, click the three dots icon and select Edit Credentials from the drop-down.

5. Populate the Company ID, Entity ID, User ID and User Password with your Sage Intacct information and click Save.

Note: The User ID and User Password used must be the credentials of the user you assigned the role and user permissions to as part of the prerequisites.

6. Go back to the Accounting page to ensure the Sage Intacct integration status has changed from Awaiting Credentials to Connected.

Once the status displays as Connected, you can use the direct integration to post expenses and invoices to Sage Intacct.

If you have any further questions or have any issues connecting the Sage Intacct integration, contact our Support team via Live Chat or by emailing support@expensein.com.