Connect your Workspace to Sage Intacct to automate expense syncing and reduce manual data entry. This guide walks through the setup for user-based and role-based permissions and covers options for exporting expenses as reports or vendor bills.

Note: The Sage Intacct integration is only available on the Control plan.

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Overview of Sage Intacct Integration

With this integration, you can:

• Import standard dimensions like Department, Class, Location, Customer, and Project/Job
• Import user-defined dimensions
• Export expenses as Expense Reports or Vendor Bills
• Sync using role-based or user-based permissions

Your available features may vary depending on your Sage Intacct subscription. If a feature isn’t supported, you’ll see an error in Expensify during setup or export.

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Integration Setup Checklist

Complete these steps to set up the integration:

1. Create a web services user and configure permissions
2. Enable the Time & Expenses (T&E) module (if exporting expense reports)
3. Set up Employees in Sage Intacct (if exporting expense reports)
4. Set up Expense Types in Sage Intacct (if exporting expense reports)
5. Enable Customization Services
6. Download the Expensify Package
7. Upload the package to Sage Intacct
8. Add web services authorization
9. Enter credentials in Expensify and connect to Sage Intacct
10. Configure integration sync options

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Step 1a: Set up a web services user (User-based permissions)

If your Sage Intacct instance doesn’t match these steps, skip to Step 1B.

1. Go to Company > Web Services Users > New
2. Fill out the form:
   • User ID: xmlgateway_expensify
   • Name: Expensify
   • Email: Use your shared accounting email
   • User type: Business
   • Admin privileges: Full
   • Status: Active
3. Assign the following permissions:
   • Administration (All)
   • Company (Read-only)
   • Cash Management (All)
   • General Ledger (All)
   • Time & Expense (All) – if exporting as Expense Reports
   • Projects (Read-only) – if using Projects or Customers
   • Accounts Payable (All) – if exporting as Vendor Bills

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Step 1b: Set up a web services user (Role-based permissions)

If your Sage Intacct instance uses role-based permissions, follow these steps:

Create the role:

1. Go to Company > Roles > + New Role
2. Name it Expensify and click Save
3. Go to Roles > Subscriptions and configure the same permissions listed in Step 1a

Create the user:

1. Go to Company > Web Services Users > New
2. Complete the user form as in Step 1a
3. Assign the Expensify role to the user and save

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Step 2: Enable and configure the Time & Expenses module

Required if exporting out-of-pocket expenses as Expense Reports

1. Go to Company > Subscriptions > Time & Expenses
2. Toggle on the subscription
3. Under Auto-numbering sequences:
   • Expense Report: EXP
   • Employee: EMP
   • Duplicate Numbers: Do not allow creation
   • Set up sequence ID EXP with:
     • Print Title: EXPENSE REPORT
     • Starting Number: 1
     • Next Number: 2
4. Under Advanced Settings:
   • Fixed Number Length: 4
   • Fixed Prefix: EXP
5. Uncheck Enable expense report approval
6. Click Save

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Step 3: Set up Employees in Sage Intacct

Required if exporting as Expense Reports

1. Go to Time & Expenses > + Employees
   • If this menu is missing, check role permissions under Company > Roles > Time & Expenses
2. Provide:
   • Employee ID
   • Primary contact name
   • Email address (create a contact if needed)

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Step 4: Set up Expense Types in Sage Intacct

Required if exporting as Expense Reports

1. Confirm your Chart of Accounts is set up via Company Setup Checklist > Import
2. Go to Time & Expense > Setup > + Expense Types
3. For each type, provide:
   • Expense Type name
   • Description
   • Linked Account Number

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Step 5: Enable Customization Services

Note: If you already have Platform Services enabled, you can skip this step.

In Sage Intacct, go to Company > Subscriptions > Customization Services to activate Customization Services.

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Step 6: Download the Expensify Package

1. In Expensify, from the navigation tabs (on the left on web, and at the bottom on mobile), go to Workspaces > [Workspace Name] > Accounting
2. Select Sage Intacct > Connect to Sage Intacct
3. Click Download Package

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Step 7: Upload the package in Sage Intacct

Depending on your setup:

• Customization Services: Go to Customization Services > Custom Packages > New Package

• Platform Services: Go to Platform Services > Custom Packages > New Package

Then:

1. Click Choose File and select the downloaded package
2. Click Import

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Step 8: Add web services authorization

1. Go to Company > Company Info > Security > Edit
2. Under Web Services Authorizations, add expensify (lowercase) as the Sender ID

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Step 9: Enter credentials and connect to Sage Intacct

1. In Expensify, go to Workspaces > [Workspace Name] > Accounting
2. Click Set up next to Sage Intacct
3. Enter your web services user credentials
4. Click Confirm

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FAQ

Why wasn’t my report automatically exported to Sage Intacct?

If auto-export fails, the specific error will appear in the report’s comment section. Once resolved, you can manually export the report from the report header.

Can I export negative expenses to Sage Intacct?

Yes, but reports exported as Expense Reports must not have a total below $0.