Error: This transaction is missing 'Department' dimension for the Account 52500 on Line No. 2 or The account number '5280' requires a Department
What does the error mean?
In Sage Intacct, for the specified GL account, the department dimension is marked as a required dimension. A transaction cannot be created for the GL account without a department value being present. In Fyle, if an expense created for the specified GL account does not have a department entered then the integration will not be able to create a transaction in Sage Intacct.
How to solve the error?
There are two ways to solve this error and export to Sage Intacct successfully,
Edit the expense in Fyle and make sure the department field is filled. When the department value is entered, the integration can successfully create a transaction on Sage Intacct.
The GL account needs to be modified on Sage Intacct. The department dimension can be marked as non-mandatory. By doing this, the integration will be able to create a transaction in Sage Intacct for an expense that does not have a department entered.
To make this change on Sage Intacct,Go to General Ledger
Navigate to Accounts → General Ledger Accounts
Here, you will find a list of all the GL accounts present
Search and open the GL account for which you intend to make the change
Edit the GL account
Scroll down to Required Dimensions
Make sure the Department dimension here is unchecked (Marked as not required)
Save the changes and retry the export on Fyle!
NOTE: The above error is explained when a department is missing. Similar errors can occur for projects, clients, locations, customers, employees, etc. The same steps can be followed to resolve all such errors.
Error: Account ‘Travel’ is not valid
What does the error mean?
This error typically occurs when the GL account chosen in the expense has either been deleted or is marked as inactive on Sage Intacct. If the account on Sage Intacct is not active, then the integration cannot create transactions.
How to solve the error?
To address this issue, you can reactivate the selected GL account in Sage Intacct or replace it with a different active GL account in the expense in Fyle.
Steps to re-activate disabled accounts,
Go to General Ledger and click on General Ledger Accounts
Here you will find a list of all GL accounts present in your Sage Intacct account
Search and open the GL account you want to reactivate
Edit the GL account and change the status to Active
Save the changes and retry the export on Fyle!
Error: The specified GL account '28734' : '28734' is not valid. GL account is restricted by Department
What does the error mean?
This error is experienced when a specific set of GL accounts has been assigned to a department in Sage Intacct. When you try to create a department-related expense in Fyle and a GL account which is not assigned to the department in Sage Intacct is entered then the integration will not be able to create a transaction in Sage Intacct.
How to solve the error?
There are two ways to solve this error and export to Sage Intacct successfully,
Edit the expense in Fyle and make sure the correct GL account is entered. When the right GL account value is entered, the integration can successfully create a transaction on Sage Intacct.
The department dimension needs to be modified on Sage Intacct. The GL account that is entered in the expense in Fyle can be added to the list of allowed GL accounts or all assigned GL accounts can be completely deleted from the department. This change will ensure the integration is able to successfully create a transaction in Sage Intacct.
To make this change in Sage Intacct,Go to Company → Setup
Navigate to Departments
Here, you will find a list of all the departments present
Search and open the department for which you intend to make the change
Edit the department
Scroll down to the GL accounts section
You may either modify the assigned GL accounts list and make the necessary changes or remove all assigned GL accounts altogether
Save the changes and retry the export on Fyle!
