How To: Set up User Defined Dimensions in Sage Intacct

Rachael Hopkins
Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
edited October 2020 in How-to Docs

You can add any User Defined Dimension (UDD) to your policy by locating the "Integration Name" in Sage Intacct. Note: You must be logged in as an administrator in Sage Intacct in order to locate the required fields.

To find the Integration Name in Sage Intacct, go to Platform Services > Objects > List > Set "filter by application" to "user defined dimensions".

Now in Expensify, go to Settings > Policies > Group > [Policy Name] > Connections > click Configure under Sage Intacct. On the Coding tab, enable the toggle next to User Defined Dimensions. Enter the "Integration name" and choose whether you'd like to import into Expensify as an expense level Tag or as a Report Field, then click Save

You'll now see the values for your custom segment available under Tags settings or Report Fields settings in Expensify.