Connecting to Sage Intacct

The Sage Intacct Integration does require SAGE INACCT service and a TripLog Enterprise Account. If you are not currently on an Enterprise subscription the billing will be upgraded to enable the feature. Other versions of Sage and Sage software (eg Sage 50 are not supported). We do offer compatible reporting options for Sage50.

Setting Up the Connection:

Navigate to the CONNECT menu and select Sage Intacct

Setting Up TripLog Access to Sage

Setting Up Sage Web Services

There is a requirement to complete and set up the Sage Web Services if you have not set up Sage Web Services on an integration prior to this connection on your account. If you do have other apps connected to your environment please skip to the relevant access steps for adding TripLog and the proper permissions for the integration.

Enabling Web Services

Select Applications > Company > Subscriptions

On the Subscriptions Page, there will be a selection toward the bottom of the screen called Web Services: Toggle to Enabled

Navigate to Company > Setup > Configuration > Company

Under Company Infomation > Web Service Authorizations Add a Sender ID

Click Edit

Scroll to the Web Services Authorizations and Click ADD

Add a New Sender ID as TripLogMPP

Then Save.

Ensure the added authorization is Active

Navigate to Company > Admin > Roles

On the Roles Page Click ADD

Add A Role called TripLog Webservice Role

On the newly added roles click on the Subscriptions button

You will need to add all permissions under the following Subscriptions

Company
General Ledger
Accounts Payable
Time and Expense (This service needs to be enabled in your account)

To allow these permissions click on the Permissions button to the right of the item to select. In the Company Permissions screen choose ALL then Save. Repeat for each required item to set up.

Receiving the Access Password

This process will generate the password used for the integration for access to the Web Services that was created. This user will need to be unique in that if you are self-serving it will need to be an email that is not in your account. If you are receiving assistance from TripLog in the onboarding then use yourcompany[email protected] as the email so we can receive the password and assist you. Otherwise you can receive this password and provide it to the onboarding team.

Company > Admin > Web Services Users

Under Web Service Users, Click ADD

Here is an example of the settings. USER ID is important and will be used for the integration link. Please record this as case-sensitive.
User Type = Business

Admin Privileges = Off

Go to the Roles Information Tab, Select the TripLog WebServices Role, and click Save

If you used your own email to receive the password then accept and record it.

You will use your Company ID, the configured User ID, and Password from this process

Connecting TripLog to Sage

Once you have Sage Web Services and the Proper permissions allowed then continue to the Connect Menu and the Sage Intacct menu will show you the green Connect To Sage Button, Click it and complete the form with your company info. It is recommended that you use the main controller account to log into the connection.

Complete Company ID, User ID and Password

Configure the Settings and Users:

You will have two options to connect and upload: Expenses and Bills

Expenses

Employee Expenses are direct reimbursements to employees through the connection of TripLog expense categories to the Sage Expense Type.

Mapping your Sage Expense Types: Navigate to CONNECT > Sage Intacct and Select Expenses

Then Select the Sage Settings button at the top right. Use the drop down menu to map your TripLog Expense Category to the equivalent Sage Expense Type

Expenses : User Setup

To Map a user to reimburse under Employee Expenses you will need to link the account with the Employee ID associated to the Sage Intacct Employee Record. This can be found under Sage Menu > Time & Expense > Employees

Find the associated Employee ID for the Employee

Update the Employee Record in TripLog. Note this can be added to the Import Users CSV Prior to connection to Sage Intacct. Otherwise it will need to be update in the user record under Manage Users.

To add another user post connection to Sage you will need to use the Add Non-Sage User button

Expenses Output:

When ready to upload records to Sage Intacct you will Navigate to the Connect > Sage Intacct Menu under Expenses button

Based on your selected filters on the left with display available records to be uploaded to Sage Inacct. When you Upload to Sage by clicking the green button it will send the filtered records as well as flag them as uploaded in TripLog as to not send duplicate entries.

You can view the pending records in Sage Intacct under the Sage Menu > Time & Expenses > Staff Expenses

Under Expenses each Trip and Expense would be listed as individual items.

Bills

Employee Expenses are direct reimbursements to employees through the connection of TripLog expense categories to the Sage General Ledger Account.

Mapping your Sage Expense Types: Navigate to CONNECT > Sage Intacct and Select Bills

Then Select the Sage Settings button at the top right. Use the drop down menu to map your TripLog Expense Category to the equivalent Sage General Ledger Account

Bills : User Setup

To Map a user to reimburse under Bills you will need to link the TripLog account with the Vendor ID associated to the Sage Intacct Vendor Record. This list can be found under Sage Menu > Accounts Payable > Vendors

When Configured Under Bills the Manage Users page will display

Once in the menu find the TripLog user and use the Choose Vendor drop down to select the corresponding Vendor and Choose Department to select the correct department. You will see a confirmation message if the connection is successful.

To add another user post connection to Sage you will need to use the Add Non-Sage User button

Vendor Bills Output:

When ready to upload records to Sage Intacct you will Navigate to the Connect > Sage Intacct Menu under the Bills button

Based on your selected filters on the left with display available records to be uploaded to Sage Intacct. When you Upload to Sage by clicking the green button it will send the filtered records as well as flag them as uploaded in TripLog as to not send duplicate entries.

You can view the pending records in Sage Intacct under the Sage Menu > Accounts Payable > Bills

View the Vendor Bill

The Vendor Bills will be listed as a total amount by upload.