How to Import Rate Table Employee Expense Entries Data from Sage Intacct into Excel

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

Learn how to import your Sage Intacct Rate Table Employee Expense Entries into Excel using Coefficient for efficient expense management.

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Importing Sage Intacct’s Rate Table Employee Expense Entries into Excel helps track reimbursements and budgets. Follow these steps to connect with Coefficient, import live entries, and set up auto-refresh.

TLDR

  • Step 1:

    Install Coefficient and authorize Sage Intacct.

  • Step 2:

    Import from Objects > Rate Table Employee Expense Entries.

  • Step 3:

    Adjust filters, click Import.

  • Step 4:

    Enable auto-refresh for real-time updates.

Step-by-Step Guide

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Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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

Frequently Asked Questions

  • How to get Rate Table Employee Expense Entries from Sage Intacct?

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    • Install Coefficient for Excel and connect Sage Intacct.
    • Select “Import from Objects” > “Rate Table Employee Expense Entries.”
    • Click Import to fetch live data.

    Entries stay synced and accurate.

  • How do I get a list of Rate Table Employee Expense Entries in Sage Intacct?

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    • Open Platform Services > Web Services in Sage Intacct.
    • Locate “Rate Table Employee Expense Entries.”

    Or import via Coefficient directly into Excel.

  • How do I import Rate Table Employee Expense Entries from Excel to Sage Intacct?

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    • Edit entries in Excel.
    • Use “Export to Sage Intacct” in Coefficient.
    • Map fields and run export.

    Two-way sync keeps data consistent.

  • How do I update Rate Table Employee Expense Entries from Excel to Sage Intacct?

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    • Make changes in your sheet.
    • Click Export in Coefficient.
    • Confirm updates in your account.

    Changes apply instantly in Sage Intacct.

  • How do I download Rate Table Employee Expense Entries data from Sage Intacct?

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    • Connect Sage Intacct via Coefficient.
    • Import from Objects > “Rate Table Employee Expense Entries.”
    • Load data into Excel.

    Your expense entries appear right away.

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