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!
These basic company setup steps will need to be taken care of before setting up your Sage 50 integration:
- Upgrade to the Corporate plan.
- Create a company expense policy.
- Ensure that GL codes are asscoiated with Categories.
- 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.
If you have any clarifying questions about your Sage 50 export format, please contact us at firstname.lastname@example.org.