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Update Configure-Sage-Intacct.md
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johncschuster authored Nov 18, 2024
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Expand Up @@ -11,6 +11,8 @@ There are several options for exporting Expensify reports to Sage Intacct. Let's

To access these settings, go to **Settings > Workspace > Group > Connections** and select the **Configure** button.

![Highlighting the Configure button for the Sage Intacct Integration]({{site.url}}/assets/images/SageConfigureIntegrationConfigureButton.png){:width="100%"}

## Export Options

### Preferred Exporter
Expand Down Expand Up @@ -95,6 +97,8 @@ To find the Integration Name in Sage Intacct:
1. Go to **Platform Services > Objects > List**
2. Set "filter by application" to "user-defined dimensions."

![Image of Sage Intacct Objects filtered by User Defined Dimension]({{site.url}}/assets/images/SageConfigureUserDefinedDimensionsFilter.png){:width="100%"}

Now, in Expensify, navigate to **Settings > Workspaces > Group > [Workspace Name] > Connections**, and click **Configure** under Sage Intacct. On the Coding tab, enable the toggle next to User Defined Dimensions. Enter the "Integration name" and choose whether to import it into Expensify as an expense-level Tag or as a Report Field, then click **Save**.

You'll now see the values for your custom segment available under Tags settings or Report Fields settings in Expensify.
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