Product update

Introducing Fyle’s 2-way integration with Sage 300 CRE for easy expense accounting

March 6, 2024
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If you use Sage 300 Construction & Real Estate as the accounting system for your construction firm, syncing project expenses (and their receipts) incurred at the job site can be tedious, manual, and time-consuming. Fyle has become the only expense management software to integrate directly with Sage 300 CRE, so you can automatically sync project expense data while ensuring they’re accurately coded according to your GL.

Gain greater control over project expenses, real-time visibility into spend, and make job costing more accurate with the Fyle - Sage 300 CRE integration.

How does the integration work?

2-way sync

The 2-way sync means you can import data like Expense Accounts, Jobs, Cost Codes, etc, from your Sage 300 CRE account to Fyle. While your on-field employees submit an expense, they can just choose the right option from the list you’ve imported, ensuring accurate mapping. The integration then exports the fully-coded expenses to Sage, based on the settings you configure.

Export expenses to Sage 300 CRE

Fyle automatically exports reimbursable and credit card expenses to your Sage 300 CRE as Accounts Payable Invoices. You can control how and when expenses are exported based on your preference, giving you complete flexibility. The integration also allows you to create a recurring schedule, based on which Fyle will automatically export the data, with zero manual intervention.

Import data from Sage 300 CRE for precise coding

Fyle helps you import and map Expense Accounts as Categories, Vendors as Merchants, Jobs as Projects, Cost Codes, Cost Categories and Commitment from Sage 300 CRE to Fyle. All fields are available as a dropdown in the expense form that on-field employees can just select, eliminating the possibility of errors. You can even restrict specific projects or categories to employees based on what’s relevant to them!

Fyle’s AI also automatically extracts data like amount, date, merchant, category, and more from the receipt or credit card transaction, making coding even easier.

A dedicated integration portal that’s easy to use

Access a comprehensive dashboard to monitor and manage the integration effortlessly. View export logs, manage mappings, and tweak settings as needed. The integration provides a centralized hub for all your financial data, making it easy to track expenses, analyze trends, and make informed decisions.

Eliminate the time spent on manual data entry and verification

As accountants, you probably spend hours every month chasing after on-field employees for receipts and just manually entering expense data into Sage 300 CRE. Fyle and the direct integration with Sage eliminate any form of data entry and the time spent running after employees. With multiple ways to submit receipts and automatic prompts every time they spend on their credit cards, ensure you get receipts on time.

Start collecting receipts 5x faster via text messaging

Your on-field employees don’t have to store paper receipts and come into the office to submit them. They don’t even need to use a dedicated app anymore. They can just text their receipts to Fyle, and we’ll automatically create, code, and categorize the expense. We’ll also match it to the right credit card transactions. This means you not only collect receipts 5X faster, but the expenses are also synced with Sage 300 CRE in minutes.

For your field users, this means:

  • Zero learning curve
  • 100% faster adoption
  • Unprecedented ease of use

Get visibility into project expenses and simplify job costing with Fyle

The integration between Fyle and Sage 300 Construction & Real Estate enhances project visibility and job costing for construction companies by automating expense data sync and accurate coding. You get real-time visibility into project expenditures, enabling better cost control and resource allocation.

With seamless capture of key information like Expense Accounts, Jobs, Cost Codes, and Categories, construction firms can conduct detailed job costing analysis for projects. Track project-related expenses efficiently, adhere to budgetary constraints, and optimize your project management processes with Fyle. Get a demo today!

Learn more about Fyle for Construction!

Effortless expense management for all business spends. Earned time, saved costs, improved productivity, happy employees - achieve it all with a single software.

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