Emburse Spend can sync with Accounts Payable Software (APS) so that expenses appear in Emburse Spend with the correct expense account, class, department, and other custom fields. You may sync Team and Expense fields to accounting fields using QuickBooks*, Xero, NetSuite and/or Sage Intacct.
The fields you can map depend on the accounting software you use. The available mappings are listed below:
- QuickBooks Online and QuickBooks Desktop: Map to Class and Customer fields
- Xero: Maps to the Tracking Categories field
- Netsuite: Maps to Location, Department, and Class fields
- Sage Intacct: Maps to Class, Department, Location, Customer, Projects and Item fields
When using an alternative APS, admins can set up Custom Export Mapping so that the data that you need will be available in a .CSV export. Admins must map Categories to your Chart of Accounts on the Categories screen.
Admins can also create custom Team and Expense fields and map these to additional accounting fields like Class, Department, and Location.
Map Team Fields to an Accounting Field in Emburse Spend
When creating a new Team field, name the column to which the field should be mapped in the New Team Field window. In this example, the Team field is called "Department" and it will be mapped to a column called "Department."
Once you've created a Team field, select the value of the corresponding Accounting Field in the drop-down list.
Map Expense Fields to an Accounting Field in Emburse Spend
When creating a new Expense field, name an Accounting field to which you will map. In this example, we are mapping the "Class" field items to "Customers."
Once you have created an Expense field, select the value of the corresponding Accounting Customer Field in the drop-down list.
*In order to map QuickBooks Online Classes to Emburse Spend, you need to use, at a minimum, QuickBooks Online Plus.