By default, all the corporate credit card expenses from Fyle exported as Bill, Journal Entry, Expense Report and Charge Card Transaction in Sage Intacct are coded to a default credit card account in Sage Intacct selected under General Mappings > Default Charge Card within the integration as shown below.
However, coding expenses to only one default credit card account would not help if your organization uses credit cards from different vendors. In this case, mapping specific credit card accounts in Sage Intacct to employees in Fyle is the recommended solution and would also make your reconciliation in Sage Intacct easy.
Below are the steps to map employees in Fyle to specific credit card accounts in Sage Intacct
Mapping Employees in Fyle to Credit Card Accounts in Sage Intacct
To start mapping your corporate credit cards, head to the Employee Mappings section in the integration and click on Create Employee Mapping.
Now search and select a Fyle Employee Email and match it to a Sage Intacct Employee record. Then select a Charge Card from Sage Intacct and Save.
Based on the mapping established, every corporate credit card expense exported from Fyle to Sage Intacct would be coded to a specific charge card account based on the employee.
Sample Export of a Corporate Credit Card expense in Fyle to Credit Card Charge in Sage Intacct
Do write to us at [email protected] if you need any assistance setting this up.