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.

We recommend using the Charge Card Transaction module if you split expenses and want a singular expense for all the split expenses. 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.

With this approach, for each card transaction present in Fyle, there will be only one Charge Card Transaction created on Sage Intacct, and all the split expenses will be posted as individual line items within that entry. The Total Transaction Amount displayed on the entry will be the same as the summation of the amounts of all split expenses and this Total Transaction Amount will also match the transaction amount on the credit card statement. This will make your reconciliation process easier & faster!

Point to note: If an expense is split into multiple expenses and each of them is approved/closed at different times in different reports, then the portion that was approved/closed first would get exported automatically. To avoid them getting exported as separate entries, we recommend reporting all expenses of a single transaction in a single report and processing/closing them together.

Here's how you can enable this functionality in your Fyle <> Sage Intacct Integration,

After following the above steps and configuring split expenses to be grouped as Multiple Line Items, all future exports will have split expenses exported into a single entry, with each split expense posted as an individual line item within that entry.

Do reach out to us at [email protected] if you need any assistance setting this up.