ServiceBox now supports seamless expense account integration with Sage, simplifying your expense tracking on vendor orders. Here’s how it works:
1. Default Expense Account for New Items:
When a new item is created in ServiceBox and does not exist in Sage, ServiceBox assigns it a default expense account This ensures that new items are automatically linked to the appropriate account when added to a vendor order, streamlining the process of tracking expenses.
2. Handling Vendor Orders:
When you create a vendor order in ServiceBox and include an item that doesn’t yet exist in Sage, ServiceBox assigns the default expense account specified in your settings. This account will reflect under the Accounting Expense Accounts section, ensuring consistency and visibility in your financial tracking.
3. Payables and Purchase Invoices in Sage:
After the vendor order is processed, you can view the invoice details in Sage under the Payables section. The expense account linked to the item in ServiceBox will automatically populate in Sage's Purchase Invoice screen, making it easy to verify the expense allocation.
4. Existing Items in Sage:
If an item already exists in Sage, it’s best practice to verify that it aligns with the correct expense account in ServiceBox. 
5. ServiceBox Item Categories and Accounting Expense Accounts:
You can also customize ServiceBox item categories to align with specific accounting expense accounts in Sage. For example, 'Materials' can be linked to '5030 - Inventory B Cost', while 'Sub-Trades 'could map to '5040 - Inventory C Cost' This flexibility allows for tailored expense tracking based on item categories, ensuring that each type of expense is categorized correctly.
6. Using the Setup Integration Screen:
In the Setup Integration screen in ServiceBox, you’ll find options to manage item categories and link them to accounting expense accounts in Sage. This setup helps you define default expense accounts for new items and link existing categories to their corresponding accounts in Sage.
By setting up and utilizing the expense account feature, ServiceBox and Sage together simplify your vendor order processing, ensuring accurate and organized expense tracking every step of the way.