How does the expenses integration work with Sage Intacct?
Integrating your Revolut Business and Sage Intacct accounts allows you to sync data between the two platforms. This is particularly handy for expenses, as approved expenses can be automatically exported to Sage Intacct.
Imported data from Sage Intacct includes:
- 'General Ledger Accounts' into Accounting categories
- 'Input tax details' into Tax rates
- 'Dimensions' into Label groups and Labels
You can review and refresh the imported data from accounting settings at any time. You can also hide irrelevant accounting categories from team members. Go to ‘Accounting categories’, select any category, and disable the 'Visible for submitters' toggle.
Exported data from Sage Intacct includes:
Once you've set up the Expenses integration, new expenses will automatically be marked 'configured for Sage Intacct'. They will then be sent to the 'Accounts Payable' section (under 'Bills') in your Sage Intacct account, and marked as 'Exported' once they're done.
- Completed card or transfer expenses are automatically sent to your chosen expense account. They will stay marked as 'Ready to export' until the transaction's complete
- Completed reimbursement requests can automatically create a bill with the team member’s name as the vendor
- Revolut Business automatically sends expense and reimbursement receipts as attachments to Sage Intacct
- Split expenses are exported as line items, with the correct accounts and tax rates. For more details, read this FAQ