The Sage Expense Management (SEM)–Sage 300 CRE integration allows you to export reimbursable and corporate card expenses from SEM to Sage 300 CRE for accounting and reconciliation. If you have not set up the integration yet, see the integration setup article before proceeding.
Expenses can be exported manually or automatically, depending on your integration configuration.
Export expenses from Sage Expense Management
You can export expenses in two ways:
Option 1: Export from the Integration Dashboard
Log in to Sage Expense Management as an Admin.
Navigate to Integrations.
Open the Sage 300 CRE integration dashboard.
Review the number of expense groups ready for export based on your configured export state (Approved, Processing, or Closed).
Click Export.
Option 2: Export automatically using an export schedule
If an automatic export schedule is configured under the integration's Advanced Settings, SEM automatically exports eligible expenses when they reach the configured export state.
How expenses appear in Sage 300 CRE
Both reimbursable expenses and corporate card expenses are exported to Sage 300 CRE as Accounts Payable invoices.
After export, the invoice is created in Sage 300 CRE. However, the invoice is not automatically posted.
Exported vs. posted
Exporting and posting are separate actions in Sage 300 CRE.
When SEM shows an expense as Exported, it means the invoice record was successfully created in Sage 300 CRE.
The invoice becomes visible in the Invoice Register only after it is posted in Sage 300 CRE.
Post invoices in Sage 300 CRE
If you cannot find an exported expense in Sage 300 CRE:
Navigate to Accounts Payable > Tasks > Post Invoices.
Post the invoice batch.
After posting, navigate to:
Accounts Payable > Invoice Register > Invoice Inquiry
The invoice will now be available for review.
Even when exports are automated, posting remains a manual Sage 300 CRE process.
Check export activity
Before troubleshooting an export, verify whether the expense was exported successfully.
Completed exports
Navigate to: Integrations > Export Log > Completed
This shows expenses successfully exported to Sage 300 CRE.
Skipped exports
Navigate to: Integrations > Export Log > Skipped
This shows expenses excluded by Skip Export rules, including details such as report number, employee, skip date, and expense type.
If an expense does not appear in either log, verify that it has reached the configured export state in SEM.
Vendor posting behavior
Sage 300 CRE determines invoice vendors using configured vendor mappings.
Reimbursable expenses
Reimbursable expenses are posted based on the employee-to-vendor mapping configured in the integration. Any merchant (vendor) selected on the expense in SEM is ignored during export.
Corporate card expenses
Corporate card expenses are posted to:
The card's mapped vendor, if configured, or
The integration's Default Vendor
Merchant information is not used to determine the vendor.
Merchant information
Sage 300 CRE does not have a dedicated merchant field. If merchant information appears in Sage 300 CRE, it is only available through the invoice description or memo field. For reliable merchant-level reporting/tracking, use Sage Expense Management.
Why does this behaviour exist?
An Accounts Payable invoice is owed to a vendor and in these cases, the "vendor" isn't the merchant where the purchase happened. For a corporate card charge, the invoice is effectively owed to the card provider. For a reimbursable expense, it's owed to the employee being reimbursed.
Examples:
An employee swipes a corporate card at "
Merchant X." The charge exports and posts in CRE to the Default Vendor (or the vendor mapped to that card), not to "Merchant X." The merchant detail itself stays visible in SEM, not CRE.An employee files a reimbursable expense and selects "
Vendor Y" on it in SEM. In CRE, the invoice still posts to whichever vendor that employee is mapped to, not to "Vendor Y."
Skip exporting specific expenses
You can configure Skip Export rules to exclude specific expenses from being exported.
Common use cases include:
System migrations
Expenses entered manually in Sage 300 CRE
Expenses handled through another system, such as payroll
For configuration instructions, see How to Skip Exporting Specific Expenses from Sage Expense Management to Sage 300 CRE?.
Limitations
Receipts are not exported
Sage 300 CRE does not support attachment transfer through the integration.
Receipts remain available only in Sage Expense Management.
Description fields may be truncated
Sage 300 CRE applies character limits to description and memo fields.
If the configured export fields exceed this limit, the value is truncated.
FAQs
Why does an expense show as exported in SEM but not appear in Sage 300 CRE?
Exported means SEM successfully created the invoice in Sage 300 CRE. The invoice must still be posted in Sage 300 CRE before it becomes visible in the Invoice Register.
Why did a corporate card expense post to an unexpected vendor?
Corporate card expenses post to the card's mapped vendor or the configured Default Vendor. Merchant information is not used for vendor assignment.
Why didn't a reimbursable expense post to the merchatn/vendor selected in SEM?
Reimbursable expenses post based on the employee-to-vendor mapping. The merchant/vendor selected on the expense in SEM does not affect posting.
Can I skip exporting certain expenses?
Yes. Skip Export rules can be configured using conditions such as date range, report number, category, employee email, and spend date.
Where can I verify whether an expense was exported or skipped?
Review:
Integrations > Export Log > Completed for successful exports
Integrations > Export Log > Skipped for excluded expenses