Start by contacting your implementation specialist or [email protected] for HH2 Sync installation. Then set up the integration by logging into your Fyle account as an admin. Navigate to Admin Settings > Integrations > Native Apps, and select Sage 300 CRE.

You'll need credentials generated from HH2 Sync to link your Sage 300 CRE account with Fyle.

HH2 is our integration partner for Sage 300 CRE, facilitating synchronization between Fyle and Sage 300 CRE for seamless connectivity.

You need to provide details such as your employee count, average yearly revenue, and administrative and technical contact information. This information is crucial for setting up your account and configuring the HH2 sync. Read more about it here.

After installation, HH2 will set up data synchronization between Fyle and Sage 300 CRE. You will receive credentials to connect your Fyle account with your Sage 300 CRE database.

Yes, the Fyle-Sage 300 CRE integration is a paid service. For detailed pricing information, please contact us at [email protected]. If you're not a customer yet, you can schedule a demo with us. We'd be happy to help you explore our integration features.

Expense Account, Job, Cost Code, Cost Category and Vendor are the dimensions you can import from Sage 300 CRE to Fyle. Additionally, you can auto-export Commitments to Sage 300 CRE without importing them to Fyle. Read more here.

No, you can schedule automatic exports to transfer expenses based on predefined schedules. This way, expenses that reach the state of export get exported automatically, eliminating the need for manual intervention each time you need to export expenses.

We support exporting both reimbursable and corporate credit card expenses as Accounts Payable Invoices in Sage 300 CRE. Below is a sample of how an expense exported from Fyle would appear:

A dependent field in Fyle is a hierarchical drop-down field that controls the values displayed for a second field based on the selection made in the first field when creating an expense. For example, when a specific value is selected in the Project/Job field, only the relevant Cost Code values will be displayed. Similarly, selecting a specific Cost Code will display only the relevant Cost Categories.

In Fyle, import Jobs by mapping the dimension to the Project field in Fyle while configuring the import settings. This automatically imports Cost Codes and Cost Categories as dependent fields. Ensure each Job in Sage 300 CRE has associated Cost Codes and Categories for error-free imports.

Jobs without assigned Cost Codes or Categories won't be imported to Fyle. Similarly, Cost Codes or Categories without associations to a Job in Sage 300 CRE won't be imported to Fyle.

You can choose to export Commitments based on the Job, Cost Code, and Category selected by employees in Fyle. This value is automatically populated in Sage 300 CRE during export but isn't selectable within Fyle.

Navigate to Expenses > Expense fields > Custom fields > Dependent fields.

You can set up rules within the Fyle-Sage 300 CRE integration to skip exporting expenses based on conditions like date range, report number, or expense category.

In your Sage 300 CRE integration dashboard, navigate to Configurations > Advanced Settings > Skip export. Here, you can define conditions under which expenses should be skipped from export.

Conditions can be based on Fyle's custom fields (select, multi-select, date, checkbox, text), report title, report number, employee email, or spend date. You can set up to two conditions per rule. Use AND operators to skip expenses only if both conditions match, or OR operators if either condition triggers the skip.

After configuring the rules, you can review skipped expenses under Export Log > Skipped in the integration dashboard. This log provides details such as report number, employee details, skip date, and expense type.