ExpenseBot supports two reviewed Sage Intacct CSV workflows:
- General Ledger Journal: a balanced journal using the Journal ID and balancing account saved in the ExpenseBot accounting profile.
- AP Bills: a summarized positive-amount bill using an existing vendor and optional default location and department IDs.
Upload your Intacct chart of accounts to map ExpenseBot categories to your G/L accounts. Before the first import, download Intacct's current GL Journal or AP Bills template for the company and compare its required dimensions with the ExpenseBot file. Intacct templates are company-specific and can change.
ExpenseBot does not currently provide a Sage Intacct API connection, receipt-attachment sync, multi-entity routing, custom-dimension mapping, or a supported expense-report detail import. Import one report first and review Intacct's preview before using the saved mapping for a larger batch.
🔗 Learn more: ExpenseBot for Sage Intacct