Multi-entity organizations and accounting firms that have many clients might spend a ton of time re-entering similar settings while integrating their expense management and accounting software for each client. This requires unnecessary repetitive work and manual effort. With Sage Expense Management’s new Integration Clone Settings feature, organizations can clone or copy accounting integration settings from one account to another, and streamline the integration onboarding process.
Imagine configuring your integration settings once and effortlessly replicating them across multiple accounts - that's the essence of this powerful feature. We’ve already rolled out this feature for Sage Expense Management’s QuickBooks Online and Xero integrations, with Sage Intacct and NetSuite to come.
Why does it matter?
The motivation behind this feature is rooted in simplifying the lives of our users.
- Many partners follow similar accounting practices for most of their clients, including integration settings. So instead of starting from scratch every time they rolled out Sage Expense Management to a new client, they can just clone settings in a single click.
- Manually configuring settings for each account can be a tedious task, consuming valuable time and effort. Integration Clone Settings eliminates this, allowing partners and admins to focus on more strategic activities.
How to clone settings?
Here's a look at how Integration Clone Settings simplifies the onboarding process:
- Auto-save settings: When you set up an integration, we automatically save all the settings in the background. No need to remember or re-enter anything.
- Add new accounts easily: When you're adding a new organization or account, we take care of most of the setup for you. The settings you've used before are pre-loaded onto one screen so that you can see everything at a glance.
- Customize your setup: You can modify or add mappings that are unique to each account, for instance, default bank accounts and default tax groups.
- One-click launch: Once you've made changes, launching the integration is as easy as clicking a button. No more complicated steps.
- Watch the Video: See how you can easily copy integration settings from one account to another.
Get faster client onboarding and ROI with Sage Expense Management
Sage Expense Management's Integration Clone Settings empowers accounting partners and organizations to configure integrations quickly and consistently for all their accounts, freeing up valuable resources for more important things. Say goodbye to manual configuration hassles and hello to streamlined integration onboarding.
With easy expense tracking, powerful accounting integrations, an industry-first partner dashboard, and more, Sage Expense Management helps accounting firms simplify expense management for clients.
Learn more about how Sage Expense Management for accounting firms, and get a demo of the platform today!
