With an Intacct integrated Nexonia account, the Nexonia Expense Categories are automatically created based on your Intacct Expense Types in the Time & Expense module.
To add a new Nexonia expense category, the expense type will need to first be created in Intacct, and then synced into Nexonia.
To create the Expense Type:
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Log in to Intacct and navigate to the Time & Expenses module. Click Open Setup.
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Click Expense Types.
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Click Add to create an Expense Type. The mandatory fields are:
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Expense Type (this will be the name of the Expense Category in Nexonia)
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Description
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Account Number
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If the Expense Type is potentially Billable, then an Item will need to be selected as well.
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- Click the Save button.
Once you've created the category, you can log in to Nexonia and integrate the expense type via the configuration sync.
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