Can we not export nonreimbursable expenses to Sage Intacct?
Hi @Ellie_Ding, great question! You can export non-reimbursable expenses as vendor bills or credit card charges. The export type is set by heading to your Settings > Policies > Group > [Policy Name] > Connections > Configure button under the Sage Intacct connection.
I hope that helps!
My question was "Not to Export" not how to export. but Thank you
Thanks @Ellie_Ding, sorry about confusing your question there. I understand now that you want your non-reimbursable expenses to not export to Intacct.
In this case, you will have two options:
Which option seems the better fit for you?
I think this is the solution to my question https://docs.expensify.com/articles/1304595-sage-intacct-faq#how-to-restrict-non-reimbursable-expenses-from-exporting-to-intacct
Hi @Ellie_Ding That will work as long as you keep your reimbursable and non-reimbursable expenses on separate reports. This SmartRule will prevent the entire report from exporting.
Is there a way we can force the users to submit nonreimbursable and reimbursable expenses in separate report?
@Ellie_Ding Unfortunately, there isn't a way to force this. If you make it clear to your employees that this is what you want them to do, I recommend just rejecting any expenses from a mixed report and making them put them into a separate report.