Include Report ID and Employee Name in Intacct Post Description

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krobinson
krobinson Expensify Customer Posts: 7

Is there a way to include the report ID and employee name in the description of the entry that post to Sage Intacct?

So it would have Vendor: Report ID: Employee Name

Answers

  • John Schuster
    John Schuster Expensify Team Posts: 127 Expensify Team
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    Hey there, @krobinson! It's not possible to achieve this using the direct integration with Sage Intacct, but you can achieve this with a CSV export. Out of curiosity, is there a particular reason why you need these variables included in the Memo/Description column in Intacct rather than another column?

  • krobinson
    krobinson Expensify Customer Posts: 7
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    Thank you for the information. Our payroll specialists uses the Intacct detail to make payroll deductions for anyone who tags an expense as "Employee Advance" (typically for an accidental charge on the corporate card). I know that she can open the detail in Intacct and follow the link that says "View Detail in Expensify", however, it would save her a step if she could see which employee it is related to right away in Intacct instead of having to navigate to Expensify

  • John Schuster
    John Schuster Expensify Team Posts: 127 Expensify Team
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    That makes sense! Hm, could the Detailed Report Export work? It sounds like you just need to find a way to analyze all charges that have been categorized with "Employee Advances". I've taken a look at the code for that Export template, and it looks like it prints the Category, Report ID, and Employee Name, which sounds like the required data points. Could that work for you here?