Construction projects move fast, but your back office shouldn’t have to play catch-up. When field employees spend, finance teams scramble to gather receipts, update spreadsheets, and manually enter expenses into Sage. It’s a frustrating, error-prone process.
That’s where Fyle steps in. It integrates with Sage Intacct, Sage 300 CRE, and other major accounting platforms. So no matter where your accounting lives, Fyle helps eliminate the gaps between field expenses and your ERP.
Whether you’re managing job costs in Intacct or tracking project codes in Sage 300 CRE, Fyle helps automate everything from receipt capture to expense exports, so your books stay accurate, in sync, and audit-ready.
Why Manual Syncing Slows You Down
If you’re exporting expenses from spreadsheets and uploading CSVs into Sage, you already know the problems:
- Job codes and GL accounts often don’t match
- Receipts are missing or buried in email
- Reconciliation delays your month-end close
- Errors throw off reports, budgets, and audits
- Approvals happen over email
- Expenses are reviewed and exported using spreadsheets
Manual entry might work at a small scale, but it breaks down fast when you have dozens of users and job-specific expenses coming in every day.
Automate the Flow Between Fyle and Sage
With Fyle, you can:
- Sync job details, cost codes, categories, and GL accounts directly from Sage to Fyle
- Collect receipts from the field via text, email, or app
- Auto-code expenses with accurate project-level data
- Set up multi-level approvals based on amount, project, or role
- Export approved expenses straight into Sage, without spreadsheets
How Fyle Helps Construction Companies Using Sage Intacct
Fyle integrates directly with Sage Intacct, no middleware needed.
1. Seamless Field-to-ERP Sync
- Users can capture expenses from the job site via mobile, text, or email.
- Job names, cost codes, locations, and departments are auto-filled using dropdowns synced from Sage Intacct, and once approved, expenses flow back into Sage automatically.
2. Allocate Expenses with Confidence
- Fyle supports multi-dimensional allocations using departments, entities, and projects pulled directly from Sage Intacct, so every cost is tracked where it belongs.
3. Policy Enforcement & Approvals
- Approval flows can be based on project, expense amount, or employee role.
- Policy violations (e.g. missing receipts or weekend fuel charges) are flagged instantly.
4. Clean, Configurable Sync to Sage
- Choose how expenses are exported — line by line or as a summary
- Export expenses as Journal Entries or Bills, depending on your setup
- Skip non-billable or incomplete expenses from being pushed to Sage
Map vendors, import your Chart of Accounts, and ensure every entry lands in the right place — no manual uploads needed
5. Control When and How Expenses Sync
- Scheduled exports: Set a fixed schedule (e.g., daily at 6 PM or every Friday) for Fyle to push all approved expenses into Sage automatically, no manual step required
- Real-time sync: Prefer instant updates? You can enable real-time export so that as soon as an expense is approved, it is immediately synced into Sage without any delay
Result? No more copy-pasting from Excel to Sage. Just a clean, automated export, ready for reporting and audits.
How Fyle Supports Sage 300 CRE Workflows
Sage 300 CRE users typically rely on middleware, such as HH2, to transfer expense data. Fyle streamlines the entire process, from field to Sage, cutting out complexity entirely.
1. Field-Ready Expense Capture
- Employees use text or mobile to snap receipts from job sites.
- Fyle maps receipts to the right job and cost code automatically.
2. Custom Fields Designed for Construction
- Set up dependencies like: Job → Cost Code → Category
- Import job names, cost classes, and departments directly from Sage 300
3. Automated Exports to Sage
- Expenses sync into Sage 300 through HH2 as Journal Entries or AP Bills
- Admins can preview and verify expenses before sync
- You can also enable real-time sync, so expenses are sent to Sage as soon as they’re approved, with no manual steps needed
4. Scalable for Multi-Job Teams
- Track which jobs are over budget
- Tag expenses as change orders or subcontractor reimbursements
Ready to Make the Switch?
If you’re still copying data from spreadsheets into Sage, it’s time for a better way.
Fyle helps construction teams sync field expenses with Sage Intacct and Sage 300 CRE, automatically, accurately, and on time.
