After your initial configuration, additional mapping steps may be required to complete your integration setup. This article will show Emburse Professional Administrators how to map your Intacct objects to Emburse Professional.
Automatic Mapping (Non-Configurable)
The following objects will map automatically and cannot be modified:
- Intacct Employee records will map as Users in Emburse Professional.
- If your employees are stored as Vendors in Intacct, they will also map as Users in Emburse Professional.
- Intacct Department records will map to Departments in Emburse Professional.
- Intacct Expense Types will map to Expense Categories in Emburse Professional.
Map a Default Accountant
Each user record in Emburse Professional must have an accountant assigned. The accountant is the user who is the last stop in the approval path and will be responsible for processing expense reports. Once a report is processed, it will be exported to Intacct during the next scheduled run.
Because the accountant assignment does not exist within Intacct, a Default Accountant will be selected during initial mapping.
1. To map a Default Accountant in Emburse Professional, click System Configuration and, under System Integrations > View & Edit Integrations, click Emburse Sage Intacct Connector.
2. Click on the Mapping tab.
3. Select the user who will serve as the accountant for all other users who are imported from Intacct.
Map a Credit Card Program
Credit card programs in Emburse Professional can be mapped to a Credit Card Account or a Vendor in Intacct, depending on your company’s Intacct configuration. Mapping your credit card programs in Emburse Professional ensures that processed transactions are posted to the applicable account/vendor in Intacct, simplifying your reconciliation process.
One or both of the following settings in the Intacct Connector Settings will need to be enabled in order to export credit card transactions to Intacct:
- Corporate Card Expenses as Vendor Bills
- Export Cash Management Transactions
1. To map a credit card program in Emburse Professional, click System Configuration and, under System Integrations > View & Edit Integrations, click Emburse Sage Intacct Connector.
System Configuration and, under System Integrations > View & Edit Integrations, click Emburse Sage Intacct Connector. 2. Click on the Mapping tab.
3. Select the applicable account and click Save at the bottom of the page.
If you do not see the applicable account in the drop-down list, you may need to enable some additional settings.
To enable these options, click Settings.
Navigate to the Expense tab. If your organization configures credit cards as Vendors in Intacct, enable Export Vendor Bills, then check Corporate Card Expenses as Vendor Bills. Then click Save and Close.
Alternatively, if your organization leverages the Cash Management module in Intacct, enable Export Cash Management Transactions on the Expenses tab.
With the settings changed, navigate to the Review tab and select Check Your Configuration. Emburse will run an automated check of your settings to ensure the configuration is not missing any required information.
After the check is complete, click Save and Close. After closing the Settings page, you may return to the Mapping tab, and the missing credit card accounts should now be available.
Map to General Ledger Dimensions
The following Intacct objects can map to General Ledger Dimension fields in Emburse Professional.
- Entities
- Classes
- Locations
- Customers
- Projects
- Employees (as a selectable option on an expense report)
- Vendors (as a selectable option on an expense report)
Entities, Classes, and Locations can either map as an Employee General Ledger Dimension or as an Expense General Ledger Dimension. If employees need to allocate expenses across multiple Entity, Class or Location values, we recommend mapping those objects as an Expense General Ledger Dimension.
Customers, Projects, Employees, and Vendors can only map to an Expense General Ledger Dimension. Mapping to an Expense General Ledger Dimension implies that your employees will select a unique value on each expense (when applicable).
1. To map Intacct objects to General Ledger Dimensions in Emburse Professional, click System Configuration and, under System Integrations > View & Edit Integrations, click Emburse Sage Intacct Connector.
2. Click on the Mapping tab.
3. Select the object to map from the drop-down.
4. If necessary, you can rename the object using the Name field. This is especially useful if you have renamed the standard objects in Intacct and would like to keep naming conventions the same between both systems.
5. Click Save.
Mapping Details
The following section outlines specific data points that will sync between Intacct and Emburse Professional.
Intacct Emburse Professional Notes First Name First Name Last Name Last Name Primary Email Address from Employee Record's Primary Contact Name Email Address Employee ID Employee ID Default Currency Default Currency N/A Commute Distance & Units This value is not imported from Intacct and must be set manually in Emburse Professional. Status Account Status Employees set to a status of Active in Intacct will have an Emburse user record created during the next synchronization.
Likewise, employees set to Inactive in Intacct will be deactivated in Emburse Professional during the next synchronization.
Custom Field Role Emburse Professional Roles can be applied to user records in Intacct via a Custom Field and synchronized. N/A Administration Level Administration Level is not mapped from Intacct. Administrators in Emburse Professional must set this value manually. Department Department Entity Employee GLD Field Assigned to user record after Subsidiary is mapped. Class Employee GLD or Expense GLD Field Assigned to user record after Class is mapped (assuming it is mapped as an Employee GLD field). Location Employee GLD or Expense GLD Field Assigned to user record after Location is mapped (assuming it is mapped as an Employee GLD field). Manager First Approver N/A Second Approver Second-Level Approver is not mapped from Intacct. Administrators must map a Second-Level Approver manually. Mapping Accountant Within Emburse Professional, you can select a Default Accountant on the Mapping tab for all users imported from Intacct. Alternatively, Accountants can be assigned manually to each user record in Emburse Professional, if preferred. N/A Translator, Auditor, or Treasurer Permissions Advanced Emburse permissions such as Translator, Auditor, or Treasurer are not mapped from Intacct. Administrators must assign these permissions manually, if needed. Intacct Emburse Professional Notes First Name from Vendor's Primary Contact First Name Vendor must be configured as an “Individual Person” to be included in the user sync. Last Name from Vendor's Primary Contact Last Name Email Email Address Vendor ID Employee ID Default Currency Default Currency N/A Commute Distance & Units This value is not imported from Intacct and must be set manually in Emburse Professional. Active Status Account Status Vendors set to a status of Active in Intacct will have an Emburse user record created during the next synchronization.
Likewise, Vendors set to Inactive in Intacct will be deactivated in Emburse Professional during the next synchronization.
Custom Field Role Emburse Professional Roles can be applied to user records in Intacct via a Custom Field and synchronized. N/A Administration Level Administration Level is not mapped from Intacct. Administrators in Emburse Professional must set this value manually. Department (Custom Field) Department A custom field can be created in Intacct to apply a Department value to your Vendor users. Entity Employee GLD Field Class (Custom Field) Employee GLD or Expense GLD Field A custom field can be created in Intacct to apply a Class value to your Vendor users. Location (Custom Field) Employee GLD or Expense GLD Field A custom field can be created in Intacct to apply a Location value to your Vendor users. Approver (Custom Field) First Approver A custom field can be created on each Vendor record in Intacct to assign a First Level Approver. N/A Second Approver Second-Level Approver is not mapped from Intacct. Administrators must map a Second-Level Approver manually. Mapping Accountant Within Emburse Professional, you can select a Default Accountant on the Mapping tab for all users imported from Intacct. Alternatively, Accountants can be assigned manually to each user record in Emburse Professional, if preferred. Intacct Emburse Professional Notes Department Name Department Name Department ID Department Code Active Active Status Departments set to Inactive in Intacct will be deactivated in Emburse Professional during the next synchronization. N/A Second Level Approval This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Strict Filtering This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Hide Department This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Hide Billable This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Hide Reimbursable This value is not imported from Intacct and must be set manually in Emburse Professional. Intacct Emburse Professional Notes Expense Type Expense Category Name Account Number GL Code N/A Expense Type This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Personal Expense This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Require Reason This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Maximum Amount This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Spend Limit Per User This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Receipt Threshold This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Receipt Threshold Amount This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Department Filter This value is not imported from Intacct and must be set manually in Emburse Professional. N/A Hide Billable This value is not imported from Intacct and must be set manually in Emburse Professional. Intacct Emburse Professional Notes Entity Name Employee GLD Name Specific Employee GLD position determined during mapping. Entity ID Employee GLD Code Specific Employee GLD position determined during mapping. Intacct Emburse Professional Notes Class Name Employee or Expense GLD Name Specific GLD position determined during mapping. Class ID Employee or Expense GLD Code Specific GLD position determined during mapping. Intacct Emburse Professional Notes Location Name Employee or Expense GLD Name Specific GLD position determined during mapping. Location ID Employee or Expense GLD Name Specific GLD position determined during mapping. Intacct Emburse Professional Notes Customer Name Expense GLD Name Specific GLD position determined during mapping. Customer ID Expense GLD Code Specific GLD position determined during mapping. Intacct Emburse Professional Notes Project Name Expense GLD Name Specific GLD position determined during mapping. Project ID Expense GLD Code Specific GLD position determined during mapping. Intacct Emburse Professional Notes Concatenation of Employee First Name, Last Name, and Email Address Expense GLD Name Specific GLD position determined during mapping. Employee ID Expense GLD Code Specific GLD position determined during mapping. Intacct Emburse Professional Notes If the Vendor is a person, the First Name, Last Name, and Email Address will be displayed.
If the Vendor is not a person, the Vendor name will be displayed.
Expense GLD Name Specific GLD position determined during mapping. Vendor ID Expense GLD Code Specific GLD position determined during mapping.
With mapping complete, you are ready to set a synchronization schedule and sync your data for the first time! Please see Set an Intacct Sync Schedule to continue.