ACCOUNTING FILE WORKFLOW

ExpenseBot for Sage Intacct

Create reviewed GL Journal or AP Bills CSV files from ExpenseBot reports.

What is supported

Balanced General Ledger Journal using your existing Journal ID
Positive-amount AP Bills using an existing vendor
Optional default Location and Department IDs

Important boundary

Intacct templates are company-specific. ExpenseBot does not provide an Intacct API, expense-detail import, attachment sync, or automatic custom-dimension and multi-entity routing.

First import

Upload the Intacct chart of accounts and save the existing Journal ID.
Download the current GL Journal or AP Bills template for the company.
Generate one ExpenseBot file, compare required dimensions, and import it in Preview.

Read the official Sage Intacct instructions