Skip to main content

​
Overview

The Sage integration exports approved expenses from Smartbills into Sage accounting products. It supports dimension mapping, tax group synchronization, and batch posting for efficient financial processing.
This integration supports Sage Business Cloud Accounting and Sage Intacct. Contact support for Sage 50 connectivity.

​
Key Features

​
Prerequisites

  • Sage Business Cloud Accounting or Sage Intacct account
  • Smartbills Business plan or higher
  • Admin access in both systems

​
Setup

1

Open the Apps Marketplace

In Smartbills, go to Settings > Apps and search for Sage.
2

Select Sage Product

Choose your Sage product (Business Cloud Accounting or Intacct).
3

Connect Your Account

Click Connect and sign in to your Sage account. Authorize Smartbills to access your data.
4

Map Ledger Accounts

Map Smartbills categories to Sage nominal codes or GL accounts.
5

Configure Dimensions

Map departments and projects to Sage dimensions.
6

Set Sync Preferences

Configure batch posting frequency and default settings.

​
Configuration

​
Ledger Account Mapping

​
Dimension Mapping

​
Batch Posting

​
Double-Entry Accounting

Expense reports are synced as journal entries: Reimbursements create payment records:

​
Data Sync

​
Troubleshooting

Check the error log in Settings > Apps > Sage > Sync History for specific transaction errors. Common causes include unmapped accounts or inactive nominal codes.
Ensure the target nominal code is active in Sage. Re-sync the chart of accounts from the integration settings.
Verify that the mapped dimensions exist and are active in your Sage account. Inactive dimensions will cause posting failures.
Sage may round taxes differently. Verify tax group configuration in both systems to minimize discrepancies.
Sage OAuth tokens expire periodically. Go to Settings > Apps > Sage and click Reconnect to re-authorize.