expensemanager + Sage
Sage Intaact Specialists
As a best-in-class provider, the Sage Intaact cloud financial management platform delivers deep accounting capabilities across multiple industries.
Sage Intaact is an open, configurable, cloud accounting solution that lets you easily share data and connect multiple solutions, including expensemanager.
Enhances Sage functionality
Enhances Sage Intaact functionality with a mobile app, OCR scanning, reporting on budgets, tracking spend and approval workflows.
Credit card reconciliations
Push credit card transactions through to Sage as journals with expense and clearing account lines.
Direct links back to expensemanager are included as standard for a direct link back to view receipts, invoices, expense details and audit history.
Enter purchase orders in expensemanager and match them with invoices before invoices get exported and paid out of Sage.
Harness expensemanagers powerful scanning and approval workflows to ensure only valid invoices are loaded into Sage for payment.
Keep the active projects, project tasks and suppliers synced with Sage.
Frequently Asked Questions
Yes, the credit card claims can either be exported as journal transactions or as bills.
Setting up Sage integration is an easy process. expensemanager will provide you clear instructions on what you need to do on your end to setup the integration.
Yes, we can setup multiple categories in expensemanager which will link to different entities in Sage.
We provide a hyperlink back to the transaction in expensemanager so the user just needs to click on them or copy/paste them into a browser to view the full transaction details including the receipt or invoice, transaction details, audit history and linked purchase orders.
In most cases, the bills and the journals are exported as drafts, so the users can edit them before posting or releasing. However, all claims are released by the accounts payable team in expense manager prior to being sent to Sage where they have the option to make changes to ensure data consistency.
Yes, by default we will have G11 and G14 tax codes available. But you can add as many tax codes as you want.