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Create a folder in Sage Intacct to export expenses as journal entries

Export expenses to Sage Intacct as journal entries

Updated yesterday

If you’d like to export expenses from Expense Management to Sage Intacct as journal entries, you must create a journal folder in Sage Intacct.

To create a folder, follow these steps:

  • From the Sage Intacct homepage, go to Applications.

  • Select General Ledger, then select Setup and go to Journals.

  • Select Journals, then New journal..

  • Fill in journal details with the following information:

    • Symbol: EM_JOURNAL

    • Title: EM Journal

    • Status: Active

    • Enable project billing: selected

  • Save the journal.

Expenses exported from Expense Management will now appear as journal entries in Sage Intacct within this folder.

If you need further assistance, contact our support team at support@capitalone-fylehq.com.

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