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How do I enforce dimension relations with an Intacct Integration?

leascout
leascout Expensify Customer Posts: 1 Expensify Newcomer

Hello,
We integrate our Expensify Policy with Intacct using the AP module. Our dimensions are collected as tags in expensify, which include a project, location, and cost code.

Our projects have a many to one relationship to a location, which is set up in Intacct, but doesn't come through in Expensify. In theory, once a project is selected, the location is already known, so how do I get this to auto-populate in Expensify or at least restrict the options an Employee can choose for location once they've selected a project?

Additionally, only certain cost codes can be mapped to Categories, how do we restrict the cost codes drop down tag options to a viable option to avoid import errors?

Thank You

Best Answer