Before exporting expenses from Fyle as Journal Entries, a dedicated Journal folder must be set up in Sage Intacct. This ensures that exported data is correctly categorized and easily accessible.
Steps to Create a Journal Folder in Sage Intacct
Navigate to Journals:
On the Sage Intacct homepage, go to Applications → General Ledger → Setup → Journals.
Add a New Journal:
Click Add to create a new Journal folder.
Fill in Journal Details:
Symbol:
FYLE_JETitle: Fyle Journal
Status: Active
Enable Project Billing: Yes
Save the Journal:
Once the details are filled in, click Save.
All expenses exported from Fyle as Journal Entries will now be stored in this folder within Sage Intacct for easy access and management.
If you encounter any issues while setting up the Journal folder, contact us at [email protected].