Category: Sage Intacct

How to Import GENERAL LEDGER Data from Sage Intacct into Excel

Consolidate live expense report data from Sage Intacct into Excel to review submissions and approvals in one place. In this guide, you’ll install Coefficient, import expense reports, and set up automatic refresh.

TLDR

  • Step 1:

    Install the Coefficient add-in and connect to Sage Intacct.

  • Step 2:

    Choose “Import from Objects” > “Expense Reports” > Import.

  • Step 3:

    Apply filters if needed, then confirm.

  • Step 4:

    Enable auto-refresh to keep data updated automatically.

Step-by-Step Guide

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
Auto-refresh options for imported data with scheduling controls.

What Sage Intacct Data Is Imported?

Rate Table Timesheet Entries

  • Rate Table Credit Card Entries
  • Rate Table Employee Expense Entries
  • Rate Table Accounts Payable Entries
  • Rate Table General Ledger Entries
  • Standard Tasks
  • Contract Expenses
  • Contracts
  • Employees
  • Expense Adjustments
  • Adjustment Lines
  • Expense Payment Types
  • Expense Reports
+41 more
  • Finance
  • Data
  • Sage Intacct
  • Excel

    • Bring live reimbursement records from Sage Intacct into Excel to track refunds and approvals in one sheet. This tutorial covers installing Coefficient, importing reimbursements, and setting up auto-refresh.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Expense Reports” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

  • Install the Coefficient add-in and connect to Sage Intacct.
  • Select “Import from Objects” > “Reimbursements” > Import.
  • Apply filters if desired, then confirm.
  • Enable auto-refresh for continuous updates.

    • Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more
    Rate Table Timesheet Entries
    Rate Table Purchase Order Entries
    Rate Table Credit Card Entries
    Rate Table Employee Expense Entries
    Rate Table Accounts Payable Entries
    Rate Table General Ledger Entries
    Standard Tasks
    Contract Expenses
    Contracts
    Employees
    Expense Adjustments
    Adjustment Lines
    Expense Payment Types
    Expense Reports
    Reimbursements
    Reimbursement Requests
    GENERAL LEDGER
    Raw Account Balances
    Budgets
    Budget Details
    Journal Entries
    Journal Entry Lines
    Available Inventory
    Cost of Goods Sold Adjustments
    Inventory Price Lists
    Inventory Total Details
    Inventory Transactions
    Item GL Groups
    Items
    Warehouse Transfers
    Warehouses
    Order Entry Transactions
    Order Entry Transaction Lines
    Order Entry Transaction Subtotals
    Order Entry Price Lists
    Object Audit Trail Logs
    Positions and Skills
    Project Group
    Observed Percent Completed Entries
    Projects
    Task Resources
    Tasks
    Timesheets
    Timesheet Entries
    Timesheet Approval History
    Transaction Rules
    Transaction Rule Details
    Purchasing Price Lists
    Purchasing Transactions
    Purchasing Transaction Subtotals
    Vendor Compliance Definitions
    Vendor Compliance Records
    Vendor Compliance Types
    Tax Details
    Tax Records
    Tax Solutions
    How do I import Reimbursements into Excel?
    • Install Coefficient and connect Sage Intacct.
    • Select “Import from Objects” > “Reimbursements.”
    • Click Import to fetch reimbursement data.
    Coefficient keeps your reimbursements live and accurate.
    Can I filter reimbursements by approval date?
    • Click “Add Filter” in the import dialog.
    • Select Approval Date field and set criteria.
    • Import filtered results.
    Only matching records will load.
    How do I update reimbursements back to Sage Intacct?
    • Edit in Excel.
    • Use “Export to Sage Intacct.”
    • Map fields and confirm.
    Two-way sync keeps data aligned.
    Is auto-refresh available for reimbursements?
    • Click “Refresh” in the sidebar.
    • Set your schedule and save.
    • Data updates automatically.
    Stay current without manual effort.
    Where can I find more on Sage Intacct objects?
    • Visit Coefficient’s Sage Intacct integration guide.
    • Explore Platform Services > Web Services in Sage Intacct.
    Consult docs for full object definitions.
  • Finance
  • Data
  • Sage Intacct
  • Excel

    • Track reimbursement requests in real time by importing them from Sage Intacct into Excel. This guide shows you how to install Coefficient, import requests, and schedule automatic refresh.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Expense Reports” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

  • Install Coefficient and connect to Sage Intacct.
  • Select “Import from Objects” > “Reimbursement Requests” > Import.
  • Apply filters if needed, then confirm.
  • Enable auto-refresh for continuous updates.

    • Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more
    Rate Table Timesheet Entries
    Rate Table Purchase Order Entries
    Rate Table Credit Card Entries
    Rate Table Employee Expense Entries
    Rate Table Accounts Payable Entries
    Rate Table General Ledger Entries
    Standard Tasks
    Contract Expenses
    Contracts
    Employees
    Expense Adjustments
    Adjustment Lines
    Expense Payment Types
    Expense Reports
    Reimbursements
    Reimbursement Requests
    GENERAL LEDGER
    Raw Account Balances
    Budgets
    Budget Details
    Journal Entries
    Journal Entry Lines
    Available Inventory
    Cost of Goods Sold Adjustments
    Inventory Price Lists
    Inventory Total Details
    Inventory Transactions
    Item GL Groups
    Items
    Warehouse Transfers
    Warehouses
    Order Entry Transactions
    Order Entry Transaction Lines
    Order Entry Transaction Subtotals
    Order Entry Price Lists
    Object Audit Trail Logs
    Positions and Skills
    Project Group
    Observed Percent Completed Entries
    Projects
    Task Resources
    Tasks
    Timesheets
    Timesheet Entries
    Timesheet Approval History
    Transaction Rules
    Transaction Rule Details
    Purchasing Price Lists
    Purchasing Transactions
    Purchasing Transaction Subtotals
    Vendor Compliance Definitions
    Vendor Compliance Records
    Vendor Compliance Types
    Tax Details
    Tax Records
    Tax Solutions
    How do I import Reimbursement Requests into Excel?
    • Install Coefficient and connect Sage Intacct.
    • Select “Import from Objects” > “Reimbursement Requests.”
    • Click Import to fetch requests.
    Requests sync live for easy management.
    Can I filter requests by employee?
    • Click “Add Filter” in the import dialog.
    • Select Employee field and criteria.
    • Import filtered list.
    Shows only matching requests.
    How do I update requests back to Sage Intacct?
    • Edit in Excel.
    • Use “Export to Sage Intacct.”
    • Map fields and confirm.
    Two-way sync keeps data aligned.
    Is auto-refresh available for requests?
    • Click “Refresh” in the sidebar.
    • Set your schedule and save.
    • Data updates automatically.
    Stay current without manual effort.
    Where can I find more on Sage Intacct objects?
    • Visit Coefficient’s Sage Intacct integration guide.
    • Explore Platform Services > Web Services in Sage Intacct.
    Consult docs for full object definitions.
  • Finance
  • Data
  • Sage Intacct
  • Excel

    • Import live GENERAL LEDGER entries from Sage Intacct into Excel to monitor transactions as they occur. This guide covers installing Coefficient, importing ledger entries, and automating refresh.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Expense Reports” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

  • Install the Coefficient add-in and connect to Sage Intacct.
  • Select “Import from Objects” > “GENERAL LEDGER” > Import.
  • Apply filters if needed, then confirm.
  • Enable auto-refresh to keep data updated automatically.

    • Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more
    Rate Table Timesheet Entries
    Rate Table Purchase Order Entries
    Rate Table Credit Card Entries
    Rate Table Employee Expense Entries
    Rate Table Accounts Payable Entries
    Rate Table General Ledger Entries
    Standard Tasks
    Contract Expenses
    Contracts
    Employees
    Expense Adjustments
    Adjustment Lines
    Expense Payment Types
    Expense Reports
    Reimbursements
    Reimbursement Requests
    GENERAL LEDGER
    Raw Account Balances
    Budgets
    Budget Details
    Journal Entries
    Journal Entry Lines
    Available Inventory
    Cost of Goods Sold Adjustments
    Inventory Price Lists
    Inventory Total Details
    Inventory Transactions
    Item GL Groups
    Items
    Warehouse Transfers
    Warehouses
    Order Entry Transactions
    Order Entry Transaction Lines
    Order Entry Transaction Subtotals
    Order Entry Price Lists
    Object Audit Trail Logs
    Positions and Skills
    Project Group
    Observed Percent Completed Entries
    Projects
    Task Resources
    Tasks
    Timesheets
    Timesheet Entries
    Timesheet Approval History
    Transaction Rules
    Transaction Rule Details
    Purchasing Price Lists
    Purchasing Transactions
    Purchasing Transaction Subtotals
    Vendor Compliance Definitions
    Vendor Compliance Records
    Vendor Compliance Types
    Tax Details
    Tax Records
    Tax Solutions
    How do I import GENERAL LEDGER entries into Excel?
    • Install Coefficient and connect Sage Intacct.
    • Select “Import from Objects” > “GENERAL LEDGER.”
    • Click Import to fetch ledger entries.
    Coefficient ensures your ledger is always current.
    Can I filter ledger entries by date or account?
    • Click “Add Filter” in the import dialog.
    • Select Date or Account fields and criteria.
    • Import filtered data.
    Only matching entries will load.
    How do I export ledger edits back to Sage Intacct?
    • Edit entries in Excel.
    • Use “Export to Sage Intacct.”
    • Map fields and confirm.
    Two-way sync keeps your data aligned.
    Is auto-refresh available for ledger entries?
    • Click “Refresh” in the sidebar.
    • Set your refresh schedule.
    • Save settings.
    Entries update automatically.
    Where can I learn more about Sage Intacct objects?
    • Visit Coefficient’s Sage Intacct integration guide.
    • Explore Platform Services > Web Services in Sage Intacct.
    Consult docs for full object definitions.

    How to Import Inventory Transactions Data from Sage Intacct into Excel

    Bring live Inventory Transactions from Sage Intacct into Excel to monitor stock movements and adjustments. In this guide, you’ll install Coefficient, import transactions, and set up automatic refresh.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Inventory Transactions” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

    Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more

    How to Import Inventory Total Details Data from Sage Intacct into Excel

    Fetch live Inventory Total Details from Sage Intacct into Excel to value your inventory accurately. In this guide, you’ll install Coefficient, import total detail records, and set up auto-refresh.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Inventory Total Details” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

    Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +13 more

    How to Import Item GL Groups Data from Sage Intacct into Excel

    Pull live Item GL Groups from Sage Intacct into Excel to analyze your groupings for reporting and budgeting. In this guide, you’ll install Coefficient, import GL groups, and set up automatic refresh.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Item GL Groups” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

    Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more

    How to Import Items Data from Sage Intacct into Excel

    Pull live Items from Sage Intacct into Excel to see your full catalog of products and services. In this guide, you’ll install Coefficient, import item records, and enable automatic refresh.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Items” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

    Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more

    How to Import Journal Entries Data from Sage Intacct into Excel

    Import live journal entries from Sage Intacct into Excel to audit transactions and uncover trends. This guide covers installing Coefficient, importing entries, and setting up auto-refresh.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Journal Entries” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

    Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more

    How to Import Journal Entry Lines Data from Sage Intacct into Excel

    Import live Journal Entry Lines from Sage Intacct into Excel to audit every transaction detail. In this guide, you’ll install Coefficient, fetch line items, and set up automatic refresh.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Journal Entry Lines” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

    Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more

    How to Import Observed Percent Completed Entries Data from Sage Intacct into Excel

    Fetch live Observed Percent Completed Entries from Sage Intacct into Excel to monitor actual project completion rates. In this guide, you’ll install Coefficient, import percent-complete data, and set up auto-refresh for real-time updates.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Observed Percent Completed Entries” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

    Step-by-Step Guide

    Coefficient sidebar with import and refresh options.
    Connector menu showing available Sage Intacct objects.
    Auto-refresh scheduling interface.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more

    How to Import Object Audit Trail Logs Data from Sage Intacct into Excel

    Pull live Object Audit Trail Logs from Sage Intacct into Excel to monitor changes and ensure compliance. In this guide, you’ll install Coefficient, import audit logs, and set up auto-refresh for ongoing tracking.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Object Audit Trail Logs” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

    Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more

    How to Import Order Entry Transaction Subtotals Data from Sage Intacct into Excel

    Fetch live Order Entry Transaction Subtotals from Sage Intacct into Excel to review order summaries and revenue metrics. In this guide, you’ll install Coefficient, import subtotals, and set up automatic refresh.

    TLDR

    • Step 1:

      Install the Coefficient add-in and connect to Sage Intacct.

    • Step 2:

      Choose “Import from Objects” > “Order Entry Transaction Subtotals” > Import.

    • Step 3:

      Apply filters if needed, then confirm.

    • Step 4:

      Enable auto-refresh to keep data updated automatically.

    Step-by-Step Guide

    Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
    Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
    Auto-refresh options for imported data with scheduling controls.

    What Sage Intacct Data Is Imported?

    Rate Table Timesheet Entries

    • Rate Table Credit Card Entries
    • Rate Table Employee Expense Entries
    • Rate Table Accounts Payable Entries
    • Rate Table General Ledger Entries
    • Standard Tasks
    • Contract Expenses
    • Contracts
    • Employees
    • Expense Adjustments
    • Adjustment Lines
    • Expense Payment Types
    • Expense Reports
    +41 more