Follow these instructions to ensure Expense Management can securely access your business's Sage Intacct account with the correct level of permissions.
From your Sage Intacct sign-in page, sign in to your account with your Sage Intacct credentials.
In the top navigation, select Company.
Select the Admin tab, then select the plus icon next to Roles.
Enter the name and description of the role, then select Save.
Review the list of permissions and select the appropriate permissions for the new role.
Set the following permissions for the Application/Module section:
Company: All
General ledger
Read-only (if you are exporting as bills/charge card transactions)
All (if you are exporting as Journal entries)
Accounts receivable: Read-only
Projects: Read-only
Inventory control: Read-only
Purchasing: Read-only
Accounts payable: All (if your company is exporting as bills/journal entry/charge card transactions)
Cash management: All (if your company is exporting expenses as charge card transactions)
Note: If you export expenses as journal entries, first set up a journal folder. For full instructions, view the Create a folder in Sage Intacct to export expenses as journal entries help article.
In the top navigation, select Company.
Select the Admin tab, then select the plus icon next to Web services users.
Enter the user ID, last name, first name, email address (company admin’s email), user type and admin privileges.
To create a contact, open the dropdown and select Add.
Enter the suggested contact name and print as, then select Save.
Next, select the Roles information tab. Search for and select the newly created role, then select Save.
Enter your password to create a web service user. Select Done to finish.
In the top navigation, select Company. Under the Admin section, select Subscriptions.
Ensure the following sections are active to export Expense Management data to Sage Intacct:
Web Services (Post and retrieve information using Intacct’s XML Gateway)
Select Configure → Expense report approval settings → Approvers and assign your created role to the unrestricted approver.
Accounts Payable (if your company is exporting expense reports as Bills)
Next, go to Company from the top navigation.
Select the Setup tab, then select Company.
Switch to the Security tab and select Edit.
Scroll down to the Web Services authorizations section and select Add.
Set the fields as follows:
Spender ID: FyleMPP
Description: Expense Management
Status: Active
Select Save.
After completing these steps, you’ll receive an email with a password, company ID and user ID. Save this information. You’ll need to enter these details while setting up your Expense Management connection to Sage Intacct. For instructions on setting up your connection, view the Set up an integration with Sage Intacct help article.
For any further assistance with setting up your credentials, contact our support team at support@capitalone-fylehq.com.