My project tags are not updating from Intacct to Expensify and I have sync so many times!

CherylRM

We would like to enable to the project dimension on Expensify reports. When i try to update the project tags by syncing to Intacct, they do not update. May you please advise?

Rachael Hopkins

Hi @CherylRM Welcome to the Expensify Community!

It looks like we have replied via the support message channel also - I believe it's a case of just enabling the Projects on the integration.
You can do this under Settings > Policies > Group > [Policy Name] > Connections - just click Configure, then go to the Coding tab, enable Projects, and Save. This should import the Projects as Tags.

CherylRM

This does not work - may you please advise? I am new to the community - may you please advise where to find the support channel?

Jenna Hay

Hi @CherylRM, to confirm when you enable Projects in the Sage Intacct connection (screenshot below), it doesn't save?  Are you getting an error message at all?

CherylRM

Hi,

I am not receiving an error message (see screenshot of projects enabled). I am able to enable projects, but when I go to the project tags in Expensify the tags are very different (see screenshot) than my projects in Intacct (see screenshot). May you please advise?

Thank you,
Cheryl

Jeremy Boniface

@CherylRM I'd like to take a closer look at this and troubleshoot with you 1:1. Can you reach out to concierge@expensfy.com, so we can dig in further? Looking forward to hearing from you!