)
Written by
Table of Contents
“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.”
Importing Expense Reports from Sage Intacct into Excel gives a clear view of employee expenses.
This guide demonstrates how to import your Expense Reports object with Coefficient and automate updates.
TLDR
-
Step 1:
Install Coefficient, connect Sage Intacct.
-
Step 2:
Select “Import from Objects” → “Expense Reports.”
-
Step 3:
Click “Import,” verify fields.
-
Step 4:
Enable auto-refresh if needed.
Step-by-Step Guide
content-image:coefficient_sidebar_import_from.png:Coefficient sidebar menu
Excel → Insert → Get Add-ins → install Coefficient → authorize Sage Intacct.
What Sage Intacct Data is Imported?
- Bills
- Customers
- Deposits
- Expense Reports
- Fund Transfers
- Invoices
- Journal Entries
- Payments
- Tax Details
- Vendors
- ACCOUNTS PAYABLE
- ACCOUNTS RECEIVABLE
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
-
How to get Expense Reports from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Expense Reports” → “Import.”Coefficient pulls live expense reports into Excel.
-
How do I get a list of Expense Reports in Sage Intacct?
Use “Import from Objects,” choose “Expense Reports.”All report entries appear instantly.
-
How to export Expense Reports to Excel?
Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
-
How do I update Expense Reports from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” set mappings, then “Update.”Spreadsheet edits push back.
-
How to send email alerts about Expense Reports data?
Configure an email automation in Coefficient.Select Expense Reports fields and schedule.Receive alerts on new or updated reports.
Trusted By Over 50,000 Companies
