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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Fetch live expense adjustment records from Sage Intacct into Excel to ensure your ledgers reflect true costs. This tutorial walks you through setting up Coefficient, importing adjustments, and enabling auto-refresh.
TLDR
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Step 1:
Install Coefficient and connect your account.
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Step 2:
Select “Import from Objects” > “Expense Adjustments.”
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Step 3:
Apply filters as needed, then click Import.
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Step 4:
Enable auto-refresh to stay up to date.
Step-by-Step Guide
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
Related Sage Intacct Use Cases
How to Import Vendors Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Vendors data into Google Sheets using Coefficient for streamlined vendor management and reporting.
How to Import Users Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Users data into Google Sheets using Coefficient for streamlined user analysis and reporting.
How to Import Tax Details Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Tax Details data into Google Sheets using Coefficient for streamlined tax analysis and reporting.
Frequently Asked Questions
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How do I import Expense Adjustments into Excel?
- Install Coefficient and link your account.
- Select “Import from Objects” > “Expense Adjustments.”
- Click Import to fetch adjustments.
Adjustments load live for accurate ledgers.
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Can I filter adjustments by date?
- Click “Add Filter” in the import dialog.
- Select Date field and criteria.
- Import filtered records.
Only matching entries appear.
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How do I push adjustment edits back to Sage Intacct?
- Edit entries in Excel.
- Use “Export to Sage Intacct.”
- Map fields and confirm.
Two-way sync maintains accuracy.
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Is auto-refresh available for adjustments?
- Click “Refresh” in the sidebar.
- Set schedule and save.
- Data updates automatically.
Stay current without manual pulls.
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Where can I find more on Sage Intacct adjustment objects?
- Visit Coefficient’s integration docs.
- Explore Platform Services > Web Services.
Consult docs for full details.
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