Connect Sage Intacct

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Before you start

You’ll need:

• Sage Intacct with Web Services access enabled
• Company Admin access in Sage Intacct
• Administrator access in Dash.fi

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Step 1: Open accounting setup

1. Log in to Dash.fi and go to Accounting in the left-hand menu.
2. Select Card Transactions.
3. If no accounting platform is connected, you’ll see a setup prompt. Click Setup Integration.
4. You’ll be taken to Settings → Integrations. Select Sage Intacct.

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Step 2: Choose your integration mode

Dash.fi offers two modes:

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Step 3: Connect to Sage Intacct

1. Click Connect for your chosen mode.
2. You’ll be redirected to Sage Intacct’s authentication screen. Sign in with your Company Admin credentials.
3. Approve the integration request.
4. Dash.fi redirects back to the app and begins the initial sync.

Wait for the initial sync to complete. Dash.fi pulls your chart of accounts, entities, locations, and departments from Sage Intacct.

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Step 4: Set up your account map

Once the sync finishes, you’ll be prompted to map your Dash.fi credit card to an account in Sage Intacct. You can create a new account or link to an existing one.

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Creating a new account

Fill in the following fields:

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Using an existing account

Select the account from the list, then pick the Entity that transactions should post to.

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Journal Type (optional)

After choosing your account, you can specify a Sage Intacct journal type (for example APJ or GJ). If left blank, Sage Intacct uses its default journal. Click Continue. The account status should change to Active.

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Step 5: Map expense categories

Go to Accounting → Categories. Map each Dash.fi spend category to the appropriate GL expense account in Sage Intacct. Dash.fi suggests the most likely GL code for each category — review, confirm, or adjust. Mappings apply to all future transactions automatically and can be overridden per transaction. If your Sage Intacct account uses departments or locations as tracking dimensions, you can assign them per transaction in the Card Transactions view.

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Step 6: Verify the connection

Return to Accounting → Card Transactions. Cleared transactions should now be visible and ready for review.

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Reviewing and syncing transactions

With the integration set up, your workflow for each cleared transaction is:

1. Review the merchant, amount, category, GL code, vendor, and memo
2. Assign department and location dimensions if your Sage Intacct setup uses them
3. Attach a receipt if required
4. Click Mark as ready — the transaction moves to the sync queue
5. Dash.fi syncs ready transactions to Sage Intacct in batches, typically within the hour

Transactions can be edited up until the batch picks them up. Once synced, the Sage Intacct record is the source of truth.

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Coding transactions with departments and locations

If your Sage Intacct account uses departments and locations as tracking dimensions, the GL code picker on Accounting → Card Transactions expands into a cascading selector:

1. Pick the GL code for the transaction.
2. A Department field appears below it — optional.
3. A Location field appears below that — optional.

A few things to know:

• Department and location are optional. You can mark a transaction ready without setting either.
• Locations are scoped to the entity mapped to your Dash.fi card account, so you’ll only see locations that belong to that entity.
• The entity itself is fixed at connection time — you choose the department and location per transaction, not the entity.

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What you need before marking a transaction ready

A transaction can’t be marked ready to sync until it has:

• A spend category
• A GL code (Accounting Code)
• An accounting date
• A memo
• A customer — only if the transaction is marked billable

Department and location are not required. If anything’s missing, the Ready control stays disabled and tells you which fields to complete.

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FAQ