From b09438cd668327f2bae747ff62f70d7b762e3e22 Mon Sep 17 00:00:00 2001 From: John Schuster Date: Mon, 18 Nov 2024 16:53:54 -0600 Subject: [PATCH] Update Configure-Sage-Intacct.md --- .../connections/sage-intacct/Configure-Sage-Intacct.md | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md index 1f0be2f4571a..0c9e6c87f9ab 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md +++ b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md @@ -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 @@ -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.