Sage Intacct Integration

Connect New Expensify to Sage Intacct for comprehensive expense management with support for entities, dimensions, departments, classes, locations, projects, and custom fields.

Prerequisites

Before connecting to Sage Intacct, ensure you have:

Sage Intacct administrator access
Web Services enabled in Sage Intacct
User credentials with API access
Entity ID (for multi-entity organizations)

Setup

Navigate to Accounting

Go to Workspace Settings > Accounting and select Sage Intacct

Review Prerequisites

Review the prerequisites checklist

Enter Credentials

Provide your Sage Intacct company ID, user ID, password, and entity ID

Select Entity

Choose the Sage Intacct entity to connect (for multi-entity setups)

Configure Settings

Set up import and export preferences

Connection Flow

Sage Intacct supports reusing connections:

// Source: src/components/ConnectToSageIntacctFlow/index.tsx
function ConnectToSageIntacctFlow({policyID}: ConnectToSageIntacctFlowProps) {
    const hasPoliciesConnectedToSageIntacct = !!getAdminPoliciesConnectedToSageIntacct().length;
    const [policy] = useOnyx(`${ONYXKEYS.COLLECTION.POLICY}${policyID}`);
    const shouldGoToEnterCredentials = isAuthenticationError(policy, CONST.POLICY.CONNECTIONS.NAME.SAGE_INTACCT);

    useEffect(() => {
        if (shouldGoToEnterCredentials) {
            Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_ENTER_CREDENTIALS.getRoute(policyID));
            return;
        }
        if (!hasPoliciesConnectedToSageIntacct) {
            Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_PREREQUISITES.getRoute(policyID));
            return;
        }
        Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_EXISTING_CONNECTIONS.getRoute(policyID));
    }, []);
}

If you’ve already connected a Sage Intacct account, you can reuse those credentials across multiple workspaces.

Import Settings

Configure what data to import from Sage Intacct:

// Source: src/pages/workspace/accounting/intacct/import/SageIntacctImportPage.tsx
const sageIntacctConfig = policy?.connections?.intacct?.config;
const isExpenseType = sageIntacctConfig?.export.reimbursable === CONST.SAGE_INTACCT_REIMBURSABLE_EXPENSE_TYPE.EXPENSE_REPORT;

Expense Types / Accounts

Depending on your export configuration:

Expense Types: Imported when exporting as Expense Reports
Account Types: Imported when exporting as other transaction types

// Source: src/pages/workspace/accounting/intacct/import/SageIntacctImportPage.tsx
<ToggleSettingOptionRow
    title={translate(isExpenseType ? 'workspace.intacct.expenseTypes' : 'workspace.accounting.accounts')}
    subtitle={translate(isExpenseType ? 'workspace.intacct.expenseTypesDescription' : 'workspace.intacct.accountTypesDescription')}
    shouldPlaceSubtitleBelowSwitch
    wrapperStyle={[styles.mv3, styles.mh5]}
    isActive
    onToggle={() => {}}
    disabled
/>

Expense Types or Accounts are always imported and cannot be disabled. They serve as the base expense categories.

Billable

Enable billable tracking for client billing:

// Source: src/pages/workspace/accounting/intacct/import/SageIntacctImportPage.tsx
<ToggleSettingOptionRow
    title={translate('common.billable')}
    switchAccessibilityLabel={translate('common.billable')}
    shouldPlaceSubtitleBelowSwitch
    wrapperStyle={[styles.mv3, styles.mh5]}
    isActive={sageIntacctConfig?.mappings?.syncItems ?? false}
    onToggle={() => updateSageIntacctBillable(policyID, !sageIntacctConfig?.mappings?.syncItems)}
/>

Dimensions and Mappings

Configure Sage Intacct dimension mappings:

// Source: src/pages/workspace/accounting/intacct/import/SageIntacctImportPage.tsx
const mappingItems = Object.values(CONST.SAGE_INTACCT_CONFIG.MAPPINGS).map((mapping) => {
    const menuItemTitleKey = getDisplayTypeTranslationKey(sageIntacctConfig?.mappings?.[mapping]);
    return {
        description: Str.recapitalize(translate('workspace.intacct.mappingTitle', {mappingName: mapping})),
        action: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_TOGGLE_MAPPINGS.getRoute(policyID, mapping)),
        title: menuItemTitleKey ? translate(menuItemTitleKey) : undefined,
        subscribedSettings: [mapping],
    };
});

Mapping options include:

Departments: Organizational departments
Classes: Classification codes
Locations: Physical or cost center locations
Projects: Project tracking
Customers: Customer assignments
Vendors: Vendor tracking

Each mapping can be:

Employee Default: Use employee’s default dimension
Tag: Expense-level selection
Report Field: Report-level assignment
Not Imported: Skip the dimension

Tax

For organizations with tax solutions configured:

// Source: src/pages/workspace/accounting/intacct/import/SageIntacctImportPage.tsx
{!!sageIntacctData?.taxSolutionIDs && sageIntacctData?.taxSolutionIDs?.length > 0 && (
    <MenuItemWithTopDescription
        title={
            sageIntacctConfig?.tax?.syncTax 
                ? sageIntacctConfig?.tax?.taxSolutionID || sageIntacctData?.taxSolutionIDs?.at(0) 
                : translate('workspace.accounting.notImported')
        }
        description={translate('common.tax')}
        shouldShowRightIcon
        onPress={() => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_IMPORT_TAX.getRoute(policyID))}
    />
)}

Select which tax solution to use for expense tax tracking.

User-Defined Dimensions

Sage Intacct supports custom user-defined dimensions (UDD):

// Source: src/pages/workspace/accounting/intacct/import/SageIntacctImportPage.tsx
<MenuItemWithTopDescription
    title={
        sageIntacctConfig?.mappings?.dimensions && sageIntacctConfig?.mappings?.dimensions?.length > 0
            ? translate('workspace.intacct.userDimensionsAdded', {count: sageIntacctConfig?.mappings?.dimensions?.length})
            : undefined
    }
    description={translate('workspace.intacct.userDefinedDimensions')}
    shouldShowRightIcon
    onPress={() => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_USER_DIMENSIONS.getRoute(policyID))}
/>

Add User Dimension

Navigate to Import > User-Defined Dimensions

Select Dimension Type

Choose from available UDD types in your Sage Intacct instance

Configure Mapping

Set how the dimension maps to Expensify (tags or report fields)

Set Employee Defaults

Optionally configure employee-specific dimension defaults

Export Settings

Configure how expenses export to Sage Intacct:

// Source: src/pages/workspace/accounting/intacct/export/SageIntacctExportPage.tsx
const sections = [
  {
    description: translate('workspace.sageIntacct.preferredExporter'),
    action: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_PREFERRED_EXPORTER.getRoute(policyID)),
    title: exportConfig?.exporter,
    subscribedSettings: [CONST.SAGE_INTACCT_CONFIG.EXPORTER],
  },
  {
    description: translate('workspace.sageIntacct.exportDate.label'),
    action: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_EXPORT_DATE.getRoute(policyID)),
    title: exportConfig?.exportDate ? translate(`workspace.sageIntacct.exportDate.values.${exportConfig.exportDate}.label`) : undefined,
    subscribedSettings: [CONST.SAGE_INTACCT_CONFIG.EXPORT_DATE],
  },
  {
    description: translate('workspace.accounting.exportOutOfPocket'),
    action: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_REIMBURSABLE_EXPENSES.getRoute(policyID)),
    title: exportConfig?.reimbursable ? translate(`workspace.sageIntacct.reimbursableExpenses.values.${exportConfig.reimbursable}`) : undefined,
    subscribedSettings: [CONST.SAGE_INTACCT_CONFIG.REIMBURSABLE, CONST.SAGE_INTACCT_CONFIG.REIMBURSABLE_VENDOR],
  },
  {
    description: translate('workspace.accounting.exportCompanyCard'),
    action: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_NON_REIMBURSABLE_EXPENSES.getRoute(policyID)),
    title: exportConfig?.nonReimbursable ? translate(`workspace.sageIntacct.nonReimbursableExpenses.values.${exportConfig.nonReimbursable}`) : undefined,
    subscribedSettings: [
      CONST.SAGE_INTACCT_CONFIG.NON_REIMBURSABLE,
      CONST.SAGE_INTACCT_CONFIG.NON_REIMBURSABLE_ACCOUNT,
      exportConfig?.nonReimbursable === CONST.SAGE_INTACCT_NON_REIMBURSABLE_EXPENSE_TYPE.VENDOR_BILL
        ? CONST.SAGE_INTACCT_CONFIG.NON_REIMBURSABLE_VENDOR
        : CONST.SAGE_INTACCT_CONFIG.NON_REIMBURSABLE_CREDIT_CARD_VENDOR,
    ],
  },
];

Preferred Exporter

Select which workspace admin exports expenses to Sage Intacct.

Export Date

Choose the date for Sage Intacct transactions:

Date Created: When expense was created
Date Exported: When expense is exported
Date Submitted: When report was submitted

Reimbursable Expenses

Export out-of-pocket expenses as:

Expense Report: Standard employee expense reports
Vendor Bill: Accounts payable bills
Journal Entry: Direct accounting entries

Non-Reimbursable Expenses

Export company card expenses as:

Vendor Bill: Company card bills
Credit Card Charge: Direct credit card charges
Journal Entry: Accounting journal entries

Depending on the export type, configure:

Default Vendor: Vendor for non-employee expenses
Credit Card Account: Credit card account mapping

Advanced Settings

Auto-Sync

Configure automatic synchronization:

Sync frequency (hourly, daily, weekly)
What data to sync (categories, dimensions, employee records)
Error notifications

Accounting Method

Choose between Cash or Accrual basis accounting for exports

Payment Account

Select the Sage Intacct account used for expense reimbursements

Entity Management

For multi-entity Sage Intacct organizations:

Select Entity: Choose the entity during connection setup
Entity-Specific Settings: Each workspace can connect to a different entity
Top-Level Access: Some features require top-level access

The current entity name displays in page headers:

// Source: src/pages/workspace/accounting/intacct/import/SageIntacctImportPage.tsx
<ConnectionLayout
  headerTitle="workspace.accounting.import"
  headerSubtitle={getCurrentSageIntacctEntityName(policy, translate('workspace.common.topLevel'))}
/>

Card Reconciliation

Sage Intacct integration supports card reconciliation with auto-sync:

Automatically reconcile company card transactions
Match Expensify Card transactions to Sage Intacct
Configure reconciliation frequency and settings

Troubleshooting

Common Issues:

Authentication failed: Verify credentials and entity ID
Web Services disabled: Enable Web Services in Sage Intacct
Permission errors: Ensure user has API access and proper roles
Dimension sync errors: Check that dimensions exist and are active
Entity access issues: Verify you have access to the selected entity

Credential Issues

If authentication fails:

Verify Company ID, User ID, and Password are correct
Check that Entity ID matches (for multi-entity orgs)
Ensure Web Services are enabled
Confirm user has Web Services permissions

Dimension Mapping Problems

For dimension-related issues:

Verify dimensions are active in Sage Intacct
Check employee dimension defaults
Ensure proper dimension permissions
Review dimension object definitions

Export Failures

If exports fail:

Check the preferred exporter has admin access
Verify export account mappings are correct
Ensure required dimensions are filled
Review Sage Intacct validation rules

Best Practices

Test Thoroughly: Use a Sage Intacct test company for initial setup
Document Mappings: Keep a record of dimension and account mappings
Regular Reviews: Periodically review dimension and mapping configurations
Employee Defaults: Set up employee dimension defaults in Sage Intacct
Monitor Sync Status: Check connection status regularly for errors
Coordinate with Finance: Work with your finance team on export settings

Support

For Sage Intacct integration assistance:

Contact Expensify Concierge for connection support
Work with your Sage Intacct administrator for permissions and setup
Refer to Sage Intacct documentation for platform-specific features

Accounting

Travel

Sage Intacct Integration

Prerequisites

Setup

Connection Flow

Import Settings

Expense Types / Accounts

Billable

Dimensions and Mappings

Tax

User-Defined Dimensions

Export Settings

Preferred Exporter

Export Date

Reimbursable Expenses

Non-Reimbursable Expenses

Advanced Settings

Entity Management

Card Reconciliation

Troubleshooting

Best Practices

Support

Build docs developers (and LLMs) love

Accounting

Travel

​Prerequisites

​Setup

​Connection Flow

​Import Settings

​Expense Types / Accounts

​Billable

​Dimensions and Mappings

​Tax

​User-Defined Dimensions

​Export Settings

​Preferred Exporter

​Export Date

​Reimbursable Expenses

​Non-Reimbursable Expenses

​Advanced Settings

​Entity Management

​Card Reconciliation

​Troubleshooting

​Best Practices

​Support

Build docs developers (and LLMs) love

Prerequisites

Setup

Connection Flow

Import Settings

Expense Types / Accounts

Billable

Dimensions and Mappings

Tax

User-Defined Dimensions

Export Settings

Preferred Exporter

Export Date

Reimbursable Expenses

Non-Reimbursable Expenses

Advanced Settings

Entity Management

Card Reconciliation

Troubleshooting

Best Practices

Support