For today’s outrageously informative blog post, we’ll walk you through how to integrate Expensify with Sage 50 (PeachTree), a leading cloud-based accounting package. Sage 50 integration is available on the Corporate plan, and you can also reference this post if you’d like to integrate Expensify with other cloud-based accounting software, such as Intacct.
These basic company setup steps will need to be taken care of before setting up the Sage 50 integration:
- Upgrade to the Corporate plan.
- Create a company expense policy.
- Ensure that GL codes are asscoiated with Categories.
- Input Job ID as a report field.
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 (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.
While accounting setups are different from company to company, below is an example of a flow that has proven to be successful when integrating Expensify with Sage 50. If this does not seem to be the case for your company please write us at email@example.com and we will be sure to get you set up.
Example Export Format:
And you’re done! At the end of your next accounting period, you can choose which reports you’d like to export, and the information will be formatted for direct upload into Sage 50. We also have some great materials to help user import the file from Expensify into Sage 50, which you can find here. Let us know if you have any questions!
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Thanks for sharing these tips – do you have any tips for Sage X3? Anything that will make using the solution quicker and easier for staff with a small amount of knowledge?
We’d love to help you with your Sage X3 integration! Can you email firstname.lastname@example.org and one of our implementation experts will guide you through the process.