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
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Step 1:
Install Coefficient and authorize Sage Intacct.
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Step 2:
Import from Objects > Rate Table Employee Expense Entries.
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Step 3:
Adjust filters, click Import.
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Step 4:
Enable auto-refresh for real-time updates.
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
Frequently Asked Questions
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