Accounting

Sage

The Sage integration sends Smartbills expense data to Sage Intacct and Sage Business Cloud with your multi-entity structure and dimensions intact. Finance no longer splits expense exports by entity before posting them.

What this integration does

Each entity posts to its own books
Expenses sync to the correct entity in Sage Intacct. Nobody has to split them by hand after the fact.
Reported against your Sage dimensions
Smartbills expense groups map to the Sage dimensions you already report on. There is no new category list for your team to adopt.
Your Sage approval rules still apply
Expenses sync through the approval rules you set in Sage, which keeps the controls your auditors tested in place.

Setting it up

In Smartbills, open Settings > Apps and search for Sage
Pick your Sage product: Sage Business Cloud Accounting or Sage Intacct
Click Connect and sign in to Sage
Map your categories to Sage ledger accounts
Set up dimensions, then the batch frequency and defaults

FAQ

Questions about this integration

Sage Business Cloud Accounting and Sage Intacct. For Sage 50, contact support.

Approved expenses are sent as purchase invoices in batches, daily, weekly or on demand, grouped by employee, by department or one by one, as drafts or finalized.

Yes. Department, project and location map to Sage dimensions 1, 2 and 3.

Nominal codes, tax groups and dimensions, pulled on demand. Suppliers sync in both directions.

Under Settings > Apps > Sage > Sync History. The usual cause is an unmapped or inactive nominal code or dimension.