Expenses multi-entity guidelines

Some Sage Intacct applications work differently in a multi-entity shared company. It can be helpful to prepare for these differences to ensure you work efficiently in the application.

Expenses in a multi-entity company

Entities do not have visibility across to other entities. Users working in other entities cannot see entity-private data.

Employee expense transactions

An employee expense transaction created at the top level has shared visibility and can access only created at the top level.

Expense types

Expense types can be entity-specific. They work just like account labels. You can create the label using another language or any other label that makes sense. For example, an Employee Expense type whose default label is "Employee" can be set to appear as "Mitarbeiter" for the German entity.

An employee expense that was created at the top level can use all bank accounts (shared and entity-private). Approvals for the expense require that the approver has access to all entities.

Entity-private account labels

General Ledger accounts in multi-entity shared companies can use entity-private account labels. There are 4 places where these labels can be used:

• Accounts Payable

• Accounts Receivable

• Cash Management

• Employee expenses (under the title Expense types)

The accounts that you see are the ones that have labels.

To add an entity-private account label: 

Approvals

Employee Expense approvals are set at the top level.

Learn more about Expenses approvals.

Reclassification

Transactions cannot originate in Order Entry or Purchasing.

Only works for entity-private transactions.

Learn more about reclassification reports.

Multi-base currency guidelines

Learn about multi-base currency guidelines.

For subscription information

Contact your Sage Intacct account representative.