diff --git a/docs/articles/new-expensify/connections/sage-intacct/Configure-Sage-Intacct.md b/docs/articles/new-expensify/connections/sage-intacct/Configure-Sage-Intacct.md index 5aa4d9521ffb..fa02e380b01b 100644 --- a/docs/articles/new-expensify/connections/sage-intacct/Configure-Sage-Intacct.md +++ b/docs/articles/new-expensify/connections/sage-intacct/Configure-Sage-Intacct.md @@ -122,12 +122,14 @@ Choose which date Expensify should use when creating records in Sage Intacct: Choose one of the following: -- **Credit Card Charges**: +- **Credit cards**: - Requires selecting a credit card account - - Optional: Set a default vendor for unmatched charges + - Optional: Set a **Default vendor** for unmatched charges - Not supported at top-level if multi-currency is enabled -- **Vendor Bills**: - - Optional: Set a default vendor for unmatched charges +- **Vendor bills**: + - Optional: Set a **Default vendor** for unmatched charges + +When **Credit cards** is selected, vendor records are imported from Sage Intacct and a **Vendors** row is added to your Workspace. Learn how vendors are imported, matched, and exported in [Sage Intacct Vendor Matching](/articles/new-expensify/connections/sage-intacct/Manage-Vendor-Matching-for-Sage-Intacct). If you manage company cards in Expensify, you can map each card to a specific account for export. diff --git a/docs/articles/new-expensify/connections/sage-intacct/Manage-Vendor-Matching-for-Sage-Intacct.md b/docs/articles/new-expensify/connections/sage-intacct/Manage-Vendor-Matching-for-Sage-Intacct.md index 6c4450529b7c..2c2783f23f15 100644 --- a/docs/articles/new-expensify/connections/sage-intacct/Manage-Vendor-Matching-for-Sage-Intacct.md +++ b/docs/articles/new-expensify/connections/sage-intacct/Manage-Vendor-Matching-for-Sage-Intacct.md @@ -1,10 +1,8 @@ --- title: Manage Vendor Matching for Sage Intacct description: Learn how Sage Intacct vendor matching assigns vendors to non-reimbursable company card expenses before they export, including automatic matching, manual selection, and default vendor behavior. -keywords: [Sage Intacct, vendor matching, vendor, company card expenses, default vendor, Credit Card Charges, credit card export] -internalScope: Audience is Workspace Admins using the Sage Intacct connection with Credit Card Charges company card exports. Covers imported vendors, automatic and manual vendor assignment, default vendor behavior, and vendor export order. Does not cover Sage Intacct connection setup or other export types. -noindex: true -sitemap: false +keywords: [Sage Intacct, vendor matching, vendor, company card expenses, default vendor, Credit cards, credit card export] +internalScope: Audience is Workspace Admins using the Sage Intacct connection with Credit cards company card exports. Covers imported vendors, automatic and manual vendor assignment, where to find the imported vendor list, default vendor behavior, and vendor export order. Does not cover Sage Intacct connection setup or other export types. --- # Manage Vendor Matching for Sage Intacct @@ -16,10 +14,21 @@ Sage Intacct vendor matching lets Workspace Admins review and update the vendor This feature is available to Workspace Admins whose Workspace: - Is connected to Sage Intacct. - - Has **Credit Card Charges** selected under **Export company card expenses as** in the Sage Intacct configuration. + - Has **Credit cards** selected under **Export company card expenses as** in the Sage Intacct configuration. + +Sage Intacct vendor matching is available to every Workspace that meets both conditions. You don't need to request access. If your Workspace isn't connected to Sage Intacct yet, learn how to [connect to Sage Intacct](/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct). +## Where to find your imported Sage Intacct vendors + +After **Credit cards** is selected and the sync finishes, Expensify adds a **Vendors** row to your Workspace: + + - Click the navigation tabs (on the left on web, on the bottom on mobile), then go to **Workspaces > [workspace name] > More features**. The **Vendors** row appears under **Organize**, switched on. You can't turn it off here, because it's controlled by your Sage Intacct export settings. + - Click the navigation tabs (on the left on web, on the bottom on mobile), then go to **Workspaces > [workspace name] > Vendors** to see the vendors imported from Sage Intacct. + +If you change **Export company card expenses as** to **Vendor bills**, the **Vendors** page is removed from the Workspace menu and the **Vendor** field no longer appears on company card expenses. + ## How vendors are matched to company card expenses Expensify assigns vendors automatically in the following order: @@ -36,12 +45,16 @@ Workspace Admins can manually select a vendor from the searchable **Vendor** fie 1. Click the navigation tabs (on the left on web, on the bottom on mobile), then go to **Workspaces > [workspace name] > Accounting > Sage Intacct**. 2. Click **Export**. -3. Under **Export company card expenses as**, select **Credit Card Charges**. +3. Under **Export company card expenses as**, select **Credit cards**. 4. Select a **Default vendor**. The default vendor is used only when an expense doesn't already have a vendor assigned. If no default vendor is configured, expenses export to the vendor Credit Card Misc. -![Sage Intacct Export settings with "Export company card expenses as" set to Credit Card Charges and the Default vendor dropdown visible]({{site.url}}/assets/images/2_Awesome_Co_Control_Intacct_-_Accounting.png){:width="100%"} + ## How vendors export to Sage Intacct