TriNet Expense supports the ability to import and map TriNet Expense categories with Intacct Time & Expense categories and General Ledger Categories.
Import and Map Categories
1. Go to Settings > Personal Settings > Integration Mapping
(Note: Your integration Intacct needs to be set up first. If you have not done, follow the setup instructions and then return to this Help Topic)
2. Select the Sync Now button to gather your latest categories (Time & Expense categories and General Ledger categories).
3. After your categories are synchronized, map the TriNet Expense category (left column) with your Intacct Time & Expense categories and General Ledger categories by clicking on the category line and using the drop-down.
Time & Expense categories = Account reimbursable expenses will be mapped to.
General Ledger categories = Account non-reimbursable expenses will be mapped to.
For further assistance please contact firstname.lastname@example.org