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
On the homepage, Navigate to Applications > General Ledger > Setup > Journals.
Click on the Journals and Add a new one.
Please use the following details to fill up the Journal information
Title: Fyle Journal
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.