The Spendesk <> Sage 100 integration retrieves the list of your general and auxiliary employee accounts.

We automatically match a Spendesk employee to a general and auxiliary account if an employee account exists in Sage 100 with the same name (case-insensitive).

Every time you refresh your connection to the Sage 100 integration, we perform a matching process for new Spendesk employees and new Sage 100 employee accounts.

A Spendesk employee already matched with a Sage 100 employee account will never be modified automatically to avoid unintentional changes to information that has already been prepared or exported to accounting.

However, it is still possible to manually modify the pairing between a Spendesk employee and a Sage 100 employee account.

If the automatic pairing does not meet your needs or fails to find a match, go to Settings > Accounting > Employee Accounts.

Select the employee in question from the table and delete the association, before recreating it using the “New Employee Account” button.

Spendesk allows you to assign expense reports to a default employee account for all employees who do not have a specific account.

To do this, simply go to Settings > Accounting > Employee Accounts and activate the "Use a default account" option.

In the dropdown menu, you will see the employee accounts retrieved from Sage 100, allowing you to select the one of your choice.