How to Import Reimbursements Data from Sage Intacct into Excel

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

Learn how to import your Sage Intacct Reimbursements into Excel using Coefficient to streamline refund and reimbursement tracking.

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Bring live reimbursement records from Sage Intacct into Excel to track refunds and approvals in one sheet. This tutorial covers installing Coefficient, importing reimbursements, and setting up auto-refresh.

TLDR

  • Step 1:

    Install the Coefficient add-in and connect to Sage Intacct.

  • Step 2:

    Select “Import from Objects” > “Reimbursements” > Import.

  • Step 3:

    Apply filters if desired, then confirm.

  • Step 4:

    Enable auto-refresh for continuous updates.

Step-by-Step Guide

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
Auto-refresh options for imported data with scheduling controls.

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 do I import Reimbursements into Excel?

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    • Install Coefficient and connect Sage Intacct.
    • Select “Import from Objects” > “Reimbursements.”
    • Click Import to fetch reimbursement data.

    Coefficient keeps your reimbursements live and accurate.

  • Can I filter reimbursements by approval date?

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    • Click “Add Filter” in the import dialog.
    • Select Approval Date field and set criteria.
    • Import filtered results.

    Only matching records will load.

  • How do I update reimbursements back to Sage Intacct?

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    • Edit in Excel.
    • Use “Export to Sage Intacct.”
    • Map fields and confirm.

    Two-way sync keeps data aligned.

  • Is auto-refresh available for reimbursements?

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    • Click “Refresh” in the sidebar.
    • Set your schedule and save.
    • Data updates automatically.

    Stay current without manual effort.

  • Where can I find more on Sage Intacct objects?

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    • Visit Coefficient’s Sage Intacct integration guide.
    • Explore Platform Services > Web Services in Sage Intacct.

    Consult docs for full object definitions.

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