Welcome to the Fyle-Sage 300 CRE Integration!
In this comprehensive guide, we'll walk you through the process of setting up an integration to streamline your financial data flow between Fyle and Sage 300 CRE.
Step 1: Log into Fyle and Access Admin Settings
Log into your Fyle account using your admin credentials. Navigate to Fyle Admin Settings > Integrations > Native Apps and click on Sage 300 CRE.
Step 2: Connect Your Sage 300 CRE Account
Reach out to your Fyle implementation executive or [email protected] for assistance with generating the credentials. Connect your Sage 300 CRE account with your Fyle account by adding the generated credentials.
After entering credentials, click on Save and Continue. Allow a few seconds for the integration to sync the necessary data from your Sage account.
Step 3: Configure Export Settings
Toggle on the Export Reimbursable Expenses option to enable the export of reimbursable expenses from Fyle to Sage.
Define the stage at which expenses are considered ready for export
Configure how the expenses should be grouped.
Choose your preferred invoice date setting.
Enable the Export Corporate Card Expenses toggle on to enable the export of Corporate Credit Card expenses from Fyle to Sage.
Configure the settings similar to how reimbursbale expense export settings were configured.
You have to configure a Default Vendor for Corporate Card Vendors - the invoices will be posted against the vendor configured here.
Click on Save and Continue.
Step 4: Configure Import Settings
Enable the import for the required dimensions to make them available as selectable options for your employees. If you prefer to manually add values in Fyle and then map them to Sage values, establish a mapping between the Sage 300 CRE Dimension and Fyle Field and skip enabling the import toggle.
If you map the Job Dimension in Sage to the Project field in Fyle, you can import Cost Code and Cost Category as dependent fields.
Optionally, export the Commitment value based on the Job, Cost Code, and Category chosen by employees.
Note: When importing Cost Code and Category as dependent fields, ensure that their corresponding custom fields in Fyle are marked as mandatory. This is necessary because when adding a Job to an expense, it is mandatory to include both a Cost Code and a Category for the expense to be exported to Sage. Failure to do so may result in errors.
Click on Save and Continue.
Step 5: Configure Advanced Settings
Schedule automatic exports to efficiently transfer expenses from Fyle to Sage 300 CRE without manual intervention. All the expenses that reach the state of export will automatically get exported based on the schedule.
Configure data points to be exported to the description field in Sage.
Optionally skip certain expenses from getting exported based on configurable parameters.
Click on Save and Continue.
Step 6: Launch the Integration and Access the Dashboard
Launch the integration to start accessing the dashboard.
Congratulations, you've successfully set up a seamless integration between Fyle and Sage 300 CRE!
If you have any questions or need assistance, feel free to reach out to us at [email protected].