After you connect using the Emburse Intacct Connector, you can customize how expense and corporate card data syncs between Intacct and Emburse Spend. These settings help align your accounting workflows and financial data with your existing Intacct setup.
This article applies to customers using the enhanced Intacct configuration in Emburse Spend. If the Accounting Integration screen in Emburse Spend does not display a Configure Settings button, follow the instructions in Connect Sage Intacct to Emburse Spend instead.
Prerequisites
- You are an administrator in Emburse Spend.
- Your Intacct account is already connected to Emburse Spend. See Get Started with the Emburse Intacct Connector for instructions.
Access the Intacct Accounting Integration Settings
To configure these customizations, go to Company Settings, then select Accounting Integration in Emburse Spend.
Emburse Spend Accounting Integration Settings
Use this section to configure how expenses and corporate card transactions sync from Emburse Spend to Intacct. These settings control approval requirements, default accounting behavior, and field mappings to ensure expenses post accurately and consistently in Intacct.
Setting |
Description |
|---|---|
| Default Expense Type | Specifies the default Intacct expense account used when an expense category does not have a mapped account. This ensures all expenses have a valid expense type during export. |
| Default Field Mapping | Automatically applies default class, department, or custom field values when expenses sync to Intacct. Emburse Spend pulls available values from Intacct and applies them to matching custom fields. We recommend leaving defaults unchanged unless your accounting setup requires otherwise. Intacct filters may limit which values are available. |
| └ I don’t want to set default mappings for class/department/custom fields (Default) | Expenses sync without default values. Each expense uses the values entered on the expense itself. |
| └ I want to map defaults for class | Applies a default value when an expense does not include a project, classification, department, location, customer, or custom field. Additional mappings can be added to align with Intacct dimensions. |
| Save Account Settings | Applies all configuration changes. This is the final step in setting up the Intacct integration with Emburse Spend. |