When an employee adds a merchant in Fyle, the expense is posted to Sage Intacct based on a match with an existing vendor. If no match is found, the transaction is recorded under Credit Card Misc. This may hinder vendor-specific expense tracking in Sage Intacct.
To address this, you can enable the Auto-Create Merchants as Vendors feature, which automatically creates a new vendor in Sage Intacct for any unmatched merchant added in Fyle. This ensures that vendor-based reports in Sage Intacct remain accurate and complete.
Steps to Enable Auto-Creation
Log In: Access the Fyle-Sage Intacct Integration using your Fyle Admin credentials.
Navigate to Settings: Go to Configuration → Advanced Settings.
Enable the Feature: Toggle on Auto-Create Merchants as Vendors and click Save.
How It Works
Enabled: If a merchant in Fyle doesn’t have a matching vendor in Sage Intacct, a new vendor is auto-created, and the transaction is assigned to this vendor.
Disabled: Transactions without a matching vendor are recorded as Credit Card Misc in Sage Intacct.
Important Note
If this feature is enabled, you cannot import vendors from Sage Intacct to Fyle as merchants. The merchant field in Fyle operates as a free-form field, which is incompatible with a dropdown list imported from Sage Intacct.
To learn more about importing vendors from Sage Intacct to Fyle, refer to Import Vendors from Sage Intacct as Merchants in Fyle.
For assistance, contact us at [email protected].