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Once they’re in PEX, you can easily code/tag transactions before they sync to Sage Intacct. They will then sync to Sage Intacct with the correct expense account, class, customer, project, etc.
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Log in to http://dashboard.pexcard.com/
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Go to Business Settings -> Tag manager
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Click Add Tag.
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Select Dropdown as the type.
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Enter a name: Expense Account.
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Optionally, add a description like “Intacct Account”.
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Check Enabled to make this tag visible on transactions.
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Choose whether or not this tag is required.
  • If the “Required” checkbox is checked, cardholders must tag a transaction with it.
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Click Save tag to finish.
  • The new tag will appear on the Tag Manager page.
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Create one tag for each Sage Intacct field mapped to a PEX tag (like Class, Project, etc.) following the same steps above.
Note:If you want to map the ‘Billable’ and ‘Tax’ fields to tags, you must create a Yes / No tag type.
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If you use user defined dimensions you can also add those as tags following the same steps above.
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You will have PEX tags appear in Tag Manager.
Once the tags are set up, you will also see them:
  • In the PEX Tag dropdown lists in connector setup steps.
  • On the PEX transaction details screen, so you and your Cardholders can tag transactions.
  • On the PEX reimbursement details screen, so you and your Cardholders can tag reimbursements.
Admin view
Cardholder view
Last modified on April 23, 2026