Many organizations work with a specific set of Vendors in their business, whose information is captured and stored in Sage Intacct. This would help the finance team keep a track of all the vendors they work with and any outstanding payments.

In order to maintain this curated set of vendors, Fyle supports the import of vendors in Sage Intacct as Merchants to Fyle. This will allow the employees to choose from the list of vendors while filing an expense. This would avoid employees or card statements from creating new vendor records.

To enable this feature,

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

  2. Head to Configurations > General.

  3. Enable the Import Sage Intacct Vendors as Merchants to Fyle toggle button and click Save.

With this setting enabled, an admin can successfully import and use the Vendors from Sage Intacct in Fyle. This ensures that all the expenses are coded to the right vendor record when expense data is exported from Fyle.

Using the imported list in the expense form

The image below shows how the imported list shows up in the expense form for the employee to choose from while filing an expense.

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

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