Whenever two software systems are talking to each other, things may get lost in translation for various reasons. This article will help you troubleshoot, but you can always reach out to Support and we will help you work through any sync issues.
The first step in troubleshooting any issue with your accounting sync is to check your Accounting Sync History screen. Under Company Settings, click the Accounting Integration tab, then click the Accounting Sync History button in the upper right corner.
This screen tells you which Emburse Spend data has synced into your connected accounting software. If there are any sync errors, they will appear in the Status column on the right.
An incomplete integration to Sage Intacct can result in a failure to sync. If you’ve hit a roadblock with your Sage Intacct integration, there are a few different steps you can take to troubleshoot the issue.
Are all of your categories mapped to your active items in your chart of accounts?
Emburse Spend gives you the option to add additional data to each expense by setting up custom categories and subcategories. After you’ve set up your Emburse Spend Expense Categories, the next step is to map those to your chart of accounts. If you haven’t mapped your Categories, the sync to Sage Intacct will not be successful.
Are any of your categories mapped to accounts that no longer exist in Sage Intacct?
If you’ve deleted any items in your General Ledger, Emburse Spend cannot complete the sync. Open up your Categories screen in Emburse Spend and match this against your Chart of Accounts. If anything has been deleted from your GL, you’ll need to make the corresponding updates to your Category Mapping. Do the same with your Expense Fields and Team Fields.
Are your corporate cards mapped to the corresponding card feeds?
If you are using Emburse Spend for corporate card reconciliation and have multiple card feeds in your Sage Intacct, you need to map your Emburse Spend Team Cards to the corresponding feeds in Sage Intacct. To set this up, go to the Accounting Integration screen and scroll to Corporate Card Expenses at the bottom of the screen.
Is the person who set up the Sage Intacct Integration with Emburse Spend no longer with the company?
If the person who set up the integration between Emburse Spend and Sage Intacct no longer has Admin permissions, the new Sage Intacct administrator must redo the sync. Please contact our Support team.
Are your Team Fields mapped to your Classes/Departments/Locations?
Emburse Spend gives you the option to set up Team Fields, which you can assign to your employees and map to your custom fields in Sage Intacct. After you’ve set up your Team Fields, the next step is to map those to the corresponding departments.
Are your Expense Fields mapped to your Classes/Departments/Locations?
Similarly, you can use Expense Fields in Emburse Spend to add additional information to each expense. After you’ve set up your Expense Fields, the next step is to map those to the corresponding field in Sage Intacct.
Is your default expense account mapped to an up-to-date item?
In your Accounting Integration screen, make sure that the default expense account is mapped to an account that still exists. If it's been edited, you will need to update your selection by choosing the up-to-date account from the dropdown menu.
Are there corporate card transactions that are dated in a closed month in Sage Intacct?
Make sure that your monthly Close Date setting is up to date in your Accounting Integration screen in Emburse Spend. This setting allows you to sync corporate card expenses into Sage Intacct, even if they are dated in a closed month. By setting a close date, these transactions will be synced to the first day of the closest open month.
If you officially close your books in Sage Intacct, you'll want to come to your Accounting Integration screen each month and enter your close date into Emburse Spend