Product Features

Sage Intacct integration with Fyle: How it works

May 27, 2021
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If you've gifted your accounting team with good accounting software like Sage Intacct, then it's time you gave them a good expense tool to go with it. This means a self-serve setup, automated project and category mappings, and an automated two-way data flow. Once you set up the Fyle-Sage Intacct integration, it runs on auto-pilot.

Introducing - Sage Intacct integration with Fyle

To configure this integration, all you need are your Sage Intacct and Fyle credentials. Hard to believe? Let us walk you through how the integration works so that you can see for yourself. 

Setting up the integration in Fyle is a simple 3 step process. 

Step 1: 

As mentioned before, all you need to get started are your credentials. You log into your Fyle account from the Fyle-Sage Intacct portal

Sage Intacct Integration - Login

The next step is to connect your Sage Intacct account. Enter your User ID, Company ID, and Company Name to link the two software. 

Sage Intacct Integration - Sage login

Step 2:

The next step is to map Fyle fields to Sage Intacct fields. You are telling the integration which fields in Fyle correspond to which ones in Sage. You make it easier for the integration to export reimbursable expenses and credit card transactions as either expense reports, bills, or charge card transactions. 

Sage Intacct Integration - configurations

You can also auto-match employees in this step. Instead of manually adding all employee data and matching them in Fyle and Sage Intacct, the integration automatically matches employee information. Even if you happen to hire a new employee, you just need to add their info in Sage, and the data will get auto-populated in Fyle. 

Additionally, you can enable auto-population of expense types (categories) and projects within Fyle. You can also automate the import of Sage Intacct payments into Fyle or the export of Fyle ACH payments into Sage Intacct. 

Sage Intacct Integration -

Sage Intacct Integration - Category mapping

Step 3:

The final step is general mappings of Sage Intacct fields. Here, you specify default fields while exporting expense information into Sage. 

Sage Intacct Integration - general mappings

You can choose the default location, department, project, credit card vendor, item, and payment account, and your integration is all set up! 

Automation all the way! 

Once you've set up the integration, you needn't worry anymore about manual mappings or matching credit card data. All you have to do is push expenses that are ready for payment into your payment queue. 

Import and export from Fyle

Sage Intacct Integration - import and export

In the Fyle-Sage app, you can import expenses from your main Fyle account. All expenses that are in the 'Payment Processing' stage get imported into the app. 

To export the expenses into Sage, you click on the Export tab, and the integration automatically groups expenses as Expense reports, Bills, or Charge card transactions. 

Sage Intacct Integration - expense details

You can view all expenses with an expense group from the app. What's more, in the event of a failure, the app will tell you why the line export failed. You can quickly review your payment queue and promptly troubleshoot. 

Sage Intacct Integration - Expense groups

Payments from Sage Intacct

All exported expenses from Fyle can be found under "Time & Expenses -> My Expenses" in the desired format. Fields such as date filed, employee name, the reason for expense, GL posting date, and attachment are automatically populated. 

Sage Intacct Integration - Bill

The Expense Report or Bill also comes with links to each expense, allowing your accountant to view the expense in Fyle if needed quickly. Once the payment is processed, you can automatically import them into Fyle and mark them as paid. 

If you want to automate this process even further, you can even set up a cadence to import and export data. Once you set the frequency, the app will automatically pull all expenses in the "Payment Processing" stage from Fyle, group them and ship them into Sage Intacct. All you have to do is review the exported expenses in Sage and make the payment. 

Integrate Sage Intacct with Fyle now 

We've elaborated precisely how simple it is to connect Fyle with Sage Intacct. If you have Sage as your accounting software, you must want your accounting team to have a good experience. Enhance your employees' experience further by giving them an expense management tool that works where they work and is committed to simplifying business expenses. Check out how Fyle works, or you can schedule a demo with us. 

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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