Configure Sync Options

The Sync Options menu is where you configure the integration settings between Intacct and Expensify. Once you've followed the steps here, you can go to Admin > [select policy] > Connections > scroll down to Intacct > select Configure

Sync with top or entity level

For multi-entity environments, you'll find a dropdown at the top of the sync options menu where you'll have the option of syncing with the top-level or a specific entity in your Intacct instance. If you sync at the top level, we pull in employees and dimensions that are shared at the top level and export transactions to the top level. Otherwise, we sync information with the entity.

Categories

We sync Intacct Expense Types as Categories in Expensify by default. You have the option to hide specific Expense Types from employee view by going to Categories > disabling the toggle for a particular Category.

Dimensions

There are three mapping options for Departments, Classes and Locations: Tags, Report Fields and Employee defaults. You have the option to map Customers and Projects to Tags or Report Fields.

Employee Defaults

With the Employee Default mapping option, we use the default from the employee record when you export transactions to Intacct. 

Tags

Tags allow you to have a different Dimension for each expense and should be used in the case where employees on the policy have to do a lot of cross charging between Departments or Locations, for example. 

Report Fields

Report Fields allow you to select one value for a particular Dimension that will apply to the entire report. Report Fields should be used in the case where the employee's Location, for example, is different from one report to another.

Reimbursable expenses

Expenses that are marked as reimbursable are exported to Intacct as expense reports. Here is what the expense will look like in Expensify:

The expense report in Intacct:

 

 

Still need help?

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