Organizations often maintain a curated list of vendors in Sage Intacct for tracking and payments. To ensure accurate coding of expenses, Fyle allows admins to import these vendors into Fyle as merchants. Employees can then select from this predefined list when submitting expenses, reducing errors and preventing the creation of duplicate vendor records.
Steps to Enable Vendor Import
Log In:
Access the Fyle-Sage Intacct Integration using your Fyle Admin credentials.Navigate to Settings:
Go to Configurations → General.Enable the Feature:
Toggle on Import Sage Intacct Vendors as Merchants to Fyle and click Save.
How It Works
Imported vendors will appear as a dropdown list in the Merchant field of the expense form.
Employees can select vendors from this list, ensuring that expenses are coded to the correct vendor when exported to Sage Intacct.
Important Note
If this feature is enabled, you cannot auto-create merchants in Fyle as vendors in Sage Intacct. The merchant field in Fyle operates as a dropdown field, which is incompatible with free-form entries required for auto-creating vendors in Sage Intacct.
To learn more about auto-creating vendors in Sage Intacct for new merchants in Fyle, refer to Auto-Create Fyle Merchants as Vendors in Sage Intacct.
For assistance, contact us at [email protected].