Important Notice: After July 31, 2024, the Expensify community will no longer be available. Help docs and resources can be found on help.expensify.com and you can message Concierge with any additional questions.

Is there any way to change how the merchant and comment fields export from Expensify into Intacct

Options
TinaTurnage
TinaTurnage Expensify Customer Posts: 5 Expensify Newcomer
edited January 2019 in Integrations and API

Expensify merchant field on report exports to Intacct in credit card charges "description" field and "comment" as "memo" field in Intacct. In Intacct general ledger detail, the "memo" field shows up unless there is no "memo" and then the "description" shows. I would like for the merchant field in Expensify to export over to populate Intacct's "memo" field instead of the "desription" field so that the merchant shows up in Intacct general ledger detail. See detailed example attached. Is there any way to change how the merchant and comment fields export over from Expensify into Intacct as Credit Card Charges in description and memo fields?

Answers

  • Stephanie Elliot
    Stephanie Elliot Expensify Team, Expensify Student Ambassador Posts: 84 Expensify Team
    edited April 2020
    Options

    Hi @TinaTurnage, thanks for asking! I see what you mean - so you'd like to swap the mapping so that the expense merchant name maps to the 'Memo' field within Intacct, correct? If so, unfortunately that's not possible for items exported as credit card transactions. For context, we're not able to change how details are mapped when exported to Intacct. The mapping does differ based on the export format you have selected in your policy - if you were using the Vendor Bill export format, the merchant and expense comment would populate in the 'Memo' field. But given that you are configured to export expenses as Credit Card Transactions, the merchant name will always map to the 'Description' field. Hope this helps!