The Fyle <> Sage Intacct integration allows you to seamlessly export expenses from Fyle to Sage Intacct for tracking expenses, and maintaining accurate accounting and reconciliation. Expenses can be exported either automatically (based on your integration settings) or manually from the Fyle Admin's Report view.
You can export expenses in two ways:
Exporting from the Integration Dashboard
Log in to Fyle – Sage Intacct Integration.
Navigate to Fyle Admin Settings > Integrations > Native Apps > Sage Intacct.
On the Sage Intacct integration dashboard, you can view the number of expense groups ready for export once they reach the configured export state, approved, processing, or closed.
Click Export to start exporting expenses.
Exporting from Fyle Admin's Report View
Log in to Fyle as an Admin.
Go to Reports > Approved/Processing/Closed Tab (based on your export configuration).
Select the reports to export and click More > Export to Sage Intacct.
Once the export is complete, the status will be updated under the Sage Intacct Export Status column in the Reports tab. You can also access Sage Intacct transactions directly by clicking the arrow in the status column.
Understanding Export Statuses
Export Status | Meaning |
Initiated | The export request is accepted, and data is being prepared for export. |
In Progress | The export process is ongoing. |
Complete | The export is successful, and expenses are posted to Sage Intacct. |
Skipped | The expense was not exported due to a skip rule configured in Sage Intacct integration. |
Error | The export failed due to an error |
Grouping Split Expenses in Sage Intacct
If the employees in your Organization split one credit card charge into multiple expenses for better categorization and if you are looking to export all of these split expenses into a single entry on Sage Intacct then this functionality is just for you.
When exporting Credit Card Expenses from Fyle as Charge Card Transactions to Sage Intacct, you can export all expenses split from a single transaction into one single Charge Card transaction entry on Sage Intacct. This ensures:
One Charge Card Transaction Entry in Sage Intacct per original transaction.
Each split expense appears as an individual line item within that entry.
The Total Transaction Amount in Sage Intacct matches the credit card statement, making reconciliation easier.
How to Enable Split Expense Grouping
Log in to Fyle as an Admin.
Go to Settings > Integrations > Native Apps > Sage Intacct.
Navigate to Configuration > Export Settings.
Set "How Should the Split Expenses Be Grouped" to Multiple Line Item.
Click Save.
All future split expenses will be grouped as line items within a single entry in Sage Intacct.
Note: If split expenses are approved/closed at different times in different reports, they may be exported separately. To avoid this, ensure all split expenses are reported and processed together.