Adding a new Tag while I am connected through Sage

wrlehman · June 8

I want to add another Tag, but I my account is synced through my SageIntacct. Do I have the ability to manually add this?

Corinne Ofstad · June 8

@wrlehman You would need to add the tag in Intacct and then sync the connection. Check out this link on how our Coding works with Sage Intacct.

wrlehman · June 8

@Corinne Ofstad I have tried that. There is a "category" in our AP system in Sage which is called Allocation where we can split the costs of an invoice. I cannot seem to get this pulled into Expensify as a tag. I am attaching a copy of what I am talking about.

Allocation Tag.jpg

Corinne Ofstad · June 8

Ah! I don't believe we pull in that field from Intacct. But I would recommend reaching out to Concierge from your account and we can review your specific account setup and see if we can provide any other suggestions.

wrlehman · June 8

Thank you.

Adding a new Tag while I am connected through Sage

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