Is 'merchant' field available as export to Sage Intacct?

aduncan

When exporting expenses from Expensify to Sage Intacct - the 'merchant' is shown in the memo field in the report. Is it possible to get the 'merchant' in their own field to export? Vendor name is included in this export - but in some instances the 'Vendor' is not always the 'Merchant'. . . i.e. Employee pays expense for subscriptions service (merchant name) - company pays employee back (employee now becomes vendor name) - thus losing the 'merchant' along the way.

Rachael Hopkins

Hi @aduncan Welcome to the Expensify Community! As far as I'm aware, this is the only place we can export the Merchant Name to in Intacct for reimbursable expenses, as the employee is the Vendor as you have pointed out.

For non-reimbursables, e.g. credit card, they should map the Merchant to the Vendor. Have you considered using the Expensify Card? This way you reimburse Expensify as opposed to the employee, there are strict limit controls, and the Merchants map to Vendors.

aduncan

Rachael - thank you for the insight, although that is unfortunate it does answer my question.

Are you aware of any updates, or possible conversations going on around this topic? i.e. merchant to Intacct (outside of memo field).

Rachael Hopkins

@aduncan no sorry! As far as I'm aware we're quite restricted as to what data we can put where!