All your approved or paid expenses in Fyle can be effortlessly exported to your Sage Intacct account. This streamlined process ensures that your financial data is readily available in Sage Intacct for various accounting tasks such as report generation and payment tracking.
To start exporting expenses from Fyle to Sage Intacct, you'll need to set up the integration first. If you haven't completed this step yet, please refer to our guide on How to Configure the Fyle-Sage Intacct Integration? for detailed instructions.
Exporting Expenses from Fyle to Sage Intacct
Access the Integration Dashboard
Log into the Fyle using your admin credentials.
Navigate to Fyle Admin settings > Integration > Accounting > Sage Intacct.
Automatic Real-time Import:
By default, the integration will continuously import all your expenses in real-time once they reach the configured export state in Fyle based on your Export settings.
Note: These expenses will be kept ready for export from the integration dashboard. Click on the 'Sync' option if you don't see the updated number of expenses in your export queue.
Export Expenses:
Click on the 'Export' option within the integration dashboard to initiate the export of expenses from Fyle to Sage Intacct. This may take a few seconds based on the number of expenses in the queue.
Once the export is complete, you'll be able to see a summary of the exports in the 'Your last export' section.
Successful Exports:
If all the selected expenses from Fyle are successfully exported as corresponding transactions in Sage Intacct, you will find a log of 'Successful Exports' along with a link to view the respective data. For further analysis, you can also review the data in the Export log.
Failed Exports:
In case some expenses or reports from Fyle fail to export as corresponding transactions in Sage Intacct, you will see a log of 'Failed Exports' with a link to view the respective data.
For instance, if the export fails due to errors such as employee mapping or category mapping, you can resolve these errors directly from the dashboard before attempting to re-export.
Resolving Errors from the Dashboard:
Integration Errors:
For integration errors, click on the 'Resolve' option. The missing mapping data will be displayed, and you can create new mappings directly from the dashboard. Once the missing mapping is completed, the data is automatically saved, and you can attempt to re-export these expenses.
Note: Mapping errors tend to occur when values in Fyle do not have corresponding mappings in Sage Intacct. Resolving these mappings ensures a smooth integration process.
Sage Intacct Errors:
Sage Intacct errors are usually the result of validation or permission issues originating from the Sage Intacct side. These issues block the Fyle integration from generating records within Sage Intacct.
In such instances, all linked expenses that failed due to errors, along with their corresponding error codes, will be accessible from the dashboard. Utilize this information to resolve any Sage Intacct-related issues before re-exporting the expenses.
Note: The integration will compile all the previously failed expenses along with the newly imported ones, making them ready for export to Sage Intacct.
For any assistance with exporting expenses from Fyle to Sage Intacct via integration, please don't hesitate to contact us at [email protected]!