To utilise direct integration, you will need to link your Sage Accounting 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.
To connect your accountancy package to ExpenseIn for integration:
1. Click on Admin.
2. Click on Integration.
3. Click on the Connect button within the Sage Accounting section.
4. You will now be redirected to the Sage sign in page to authenticate by entering your Sage Accounting credentials.
Please note: We will not store or have access to your login credentials for your Sage Accounting accountancy package.
5. You should see the following screen, explaining that ExpenseIn is requesting access to your Sage Accounting company.
If you are happy with this, click Allow.
You will now have connected your Sage Accounting accountancy package and will see this listed in the Integration section as such.
Please review our FAQ's or contact us via Live Chat or by emailing firstname.lastname@example.org with any of your ExpenseIn system queries.