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Modify data exported to the Memo field in Sage Intacct
Modify data exported to the Memo field in Sage Intacct

Steps to modify the data that is passed from Fyle to the Memo field of Sage Intacct

Gayathiri Sridhar avatar
Written by Gayathiri Sridhar
Updated over 9 months ago


When exporting expenses from Fyle to Sage Intacct, by default, a standard set of fields is passed from Fyle to the Memo field of transactions in Sage Intacct. The fields include:

  • Merchant/Vendor name recorded in Fyle expense

  • Email of the employee

  • Expense Category

  • Report number

  • Purpose filled in the Fyle expense form

  • Date of spend

  • Reference link to Fyle expense (URL)

However, if you are looking to pass specific fields to the Sage Intacct memo field, you can delete or reorder the current set of fields by following the steps below:

  1. Log in to your Fyle- Sage Intacct integration using your Fyle Admin credentials.

  2. Head to Configurations > Advanced Settings >Customization > Set the Description Field

  3. Select the fields you want to pass to the Sage Intacct memo field.

  4. You can also drag and drop to reorder the fields.

  5. Once the required fields are selected, reordered, and saved, you will be able to check a sample preview of the data passed to the memo field of transactions in Sage Intacct.

Do reach out to us at [email protected] if you need any assistance setting this up.

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