Expensify Integrates with Sage 50

garrettmknight —  February 21, 2013 — 5 Comments

Expensify now integrates with Sage 50 (formerly Sage Peachtree) using our customized CSV export format. Now your employees can easily create and submit expense reports in compliance with Sage 50 data requirements!

Prerequisites

These basic company setup steps will need to be taken care of before setting up your Sage 50 integration:

  1. Upgrade to the Corporate plan.
  2. Create a company expense policy.
  3. Ensure that GL codes are asscoiated with Categories.
  4. Add Vendor and Job ID as Report Fields.

Configuring Your Export File

After you’ve chosen the appropriate format for your company, you will create an export format that any admin can use to export expense data into Sage 50. To do so, visit the Export format section of your policy (Settings > Policies > [Policy Name] > Export Formats). Once the export format has been created, any policy admin can choose a group of reports and export them to the custom spreadsheet file.

Expensify - CSV Export

If you have any clarifying questions about your Sage 50 export format, please contact us at help@expensify.com.

5 responses to Expensify Integrates with Sage 50

  1. 
    Justin Webb Stevens February 22, 2013 at 8:09 pm

    Why Sage 50? Why not Netsuite? Big opportunity being missed here, you should really consider it.

  2. 

    Hey Justin,

    We do integrate with Netsuite!!! Please check out our Netsuite help page for more info on our integration. Let us know if we can help you set up at help@expensify.com!

  3. 
    Justin Webb Stevens February 26, 2013 at 5:59 pm

    As Vendor bills…which defeats the purpose right? Netsuite doesn’t require it, its just you have to crack the Concur/Netsuite nut. Any progress?

  4. 

    Hello – does Expensify likewise integrate in this way into Sage Instant Accounts?

    Thanks

    Martin

  5. 

    Hi Martin!

    Yes, it should work with Sage Instant Accounts. If your company needs help getting set up with Expensify, please shoot an email over to sales@expensify.com and we will help you guys out. Thanks!

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