How to Import Other Receipts Data from Sage Intacct into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Other Receipts object data from Sage Intacct into Excel using Coefficient for complete receipt tracking.

sage intacct

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Importing Other Receipts from Sage Intacct into Excel lets you capture miscellaneous income and receipts in one place.

This guide demonstrates how to connect Coefficient, import your Other Receipts object, and automate refresh.

TLDR

  • Step 1:

    Install Coefficient, connect Sage Intacct.

  • Step 2:

    Select “Import from Objects” → “Other Receipts.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Enable auto-refresh for live receipt data.

Step-by-Step Guide

Coefficient sidebar menu with import option
Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Receipt ID, Date, Amount appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” select schedule, and save.
  • Complete Sage Intacct Object List

    Bills

    • Deposits
    • Fund Transfers
    • Journal Entries
    • Tax Details
    • Accounts Payable
    • Bank Interest Income/Charges
    • Charge Payoffs
    • Checking Account Reconciliations
    • Other Receipts
    • Audit History
    • Entities
    • Offline Jobs
    +29 more

    Customers

    • Expense Reports
    • Invoices
    • Payments
    • Vendors
    • Accounts Receivable
    • Charge Card Transactions
    • Charge Payoff Lines
    • Credit Card Charges/Other Fees
    • Advanced Audit Trails
    • Contacts
    • Locations
    • Roles
    +29 more

    Frequently Asked Questions

    • How to get Other Receipts from Sage Intacct?

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      1. Open Coefficient pane → “Import from Objects.”2. Select “Other Receipts” → “Import.”Coefficient brings receipt data into Excel.

    • How do I get a list of Other Receipts in Sage Intacct?

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      Use “Import from Objects,” choose “Other Receipts.”All receipt entries load instantly.

    • How to export Other Receipts to Excel?

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      Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.

    • How do I update Other Receipts from Excel to Sage Intacct?

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      Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.

    • How to send email alerts about Other Receipts data?

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      Configure an email automation in Coefficient.Select receipt fields and schedule.Receive notifications on new receipts.

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