Expensify Sage Financials Connector

Expensify makes filling in your expenses claims a breeze. The Expensify Sage Financials Connector enables you to enter those expenses into Sage Financials with the click of a button.

What our customer say: Ideal Networks

“We’ve been running this solution for 3 months or so and works brilliantly; our employees love Expensify and the Connector saves us half a day a month of administration time and removes manual errors.”

Richard Bell, Head of Enterprise Architecture

Elton John Aids Foundation

“A big thank you to Alpha-Index. We would have struggled to implement Expensify without their help and connector. They have been great – really creative with solutions and very responsive to issues.”

Fiona, Finance Director

Connector Features

Use Expensify to scan your expenses, tag them up, and get them approved. The connector will then import these into Sage Financials:

  • Map standard Expensify tags to Sage Financials Dimension Tags.
  • Map custom Expensify tags to Sage Financials Dimension Tags.
  • Or copy Tags to Invoice Description
  • Category GL Codes map to Products, controlling where your expense invoices are posted
  • Choose your approval method in Expensify, and the Connector only downloads the completed expense reports
  • Mark up your expenses with Tax Codes and the Connector converts them to whatever Tax Treatments & Tax Codes you setup
  • Full multi-currency support

Multi-company

Expensify supports multi-company through ‘Policies’. The Expensify Connector handles these by mapping to your multi-companies in Sage Financials.

Corporate Credit Cards

Expensify has a great integration with Corporate Credit Cards: auto-matching to scanned receipts. The Connector comes with the appropriate Invoice and Journal posting rules to correctly account for this.

Configuration Support

Alpha Index will work with you to configure the Expensify Connector:

  • Setting up the Mappings & Tax Settings
  • Setting up the Dimensions, Journals, Transactions enabling you to handle the whole process in Financials

Here is an article to help you plan how you want to integrate Expensify with Sage Financials

Register for a free trial of Expensify

Expensify Sage Financials Connector Overview

Watch the video to see how easy it is to manage your expenses in Expensify & Sage Financials

 By Alpha Index

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