Before exporting corporate credit card expenses from Fyle as a journal entry in Sage Intacct, kindly follow the steps below to create a Journal folder in Sage Intacct to post the expenses from Fyle.

Creating a Journal folder in Sage Intacct

  1. On the homepage, Navigate to Applications > General Ledger > Setup > Journals.

  2. Click on the Journals and Add a new one.

  3. Please use the following details to fill up the Journal information

    • Symbol: FYLE_JE

    • Title: Fyle Journal

    • Status: Active

    • Set the Enable project billing flag to yes

    4. Once completed, Save the Journal.

You can now find all the corporate credit card expenses exported from Fyle as a journal entry in Sage Intacct in this folder.

Note: Currently, only corporate credit card expenses created in Fyle can be exported as a Journal entry in Sage Intacct. Reimbursable expenses can be exported as a Bill or an Expense report.

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

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