[Due for payment 2025-11-28] [Due for payment 2025-11-18] [$250] Expensify card- "auto-sync" opens Advanced instead of Auto-sync when connected to Sage Intacct

[mitarachim]

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!

---

Version Number: 9.2.23-0
Reproducible in staging?: Yes
Reproducible in production?: Yes
If this was caught during regression testing, add the test name, ID and link from TestRail: https://test-management.browserstack.com/projects/2219752/test-runs/TR-1144/folder/13176890/41237385/933088820
Email or phone of affected tester (no customers): applausetester+041001kh@applause.expensifail.com
Issue reported by: Applause Internal Team
Device used: Mac 15.5 / Chrome
App Component: Workspace Settings

Action Performed:

Precondition:

• Workspace is set up with Expensify card feature.
• Workspace is connected to Sage Intacct.

1. Go to staging.new.expensify.com
2. Go to workspace settings > Accounting.
3. Click Advanced > Auto-sync.
4. Disable auto-sync.
5. Close RHP.
6. Click Card reconciliation.
7. Click auto-sync link.

Expected Result:

Auto-sync link will open Auto-sync page (this is the behavior when QBO is connected - #60603 and Xero is connected - https://github.com/Expensify/Expensify/issues/535609)

Actual Result:

Auto-sync link opens Advanced page.

Workaround:

Unknown

Platforms:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

Bug6964906_1759598028270.Screen_Recording_2025-10-05_at_01.08.47.mp4

View all open jobs on GitHub

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021976691035508678144
• Upwork Job ID: 1976691035508678144
• Last Price Increase: 2025-10-10
• Automatic offers:
• daledah | Contributor | 109127552

Issue Owner

Current Issue Owner: @Gonals

[melvin-bot]

Triggered auto assignment to @abekkala (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[daledah]

Proposal

Please re-state the problem that we are trying to solve in this issue.

Auto-sync link opens Advanced page.

What is the root cause of that problem?

We are navigating to POLICY_ACCOUNTING_SAGE_INTACCT_ADVANCED here

App/src/pages/workspace/accounting/reconciliation/CardReconciliationPage.tsx

Lines 103 to 104 in b1a83aa

	case CONST.POLICY.CONNECTIONS.ROUTE.SAGE_INTACCT:
	return `${environmentURL}/${ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_ADVANCED.getRoute(policyID)}`;

What changes do you think we should make in order to solve the problem?

1. We should navigate to POLICY_ACCOUNTING_SAGE_INTACCT_AUTO_SYNC instead

            case CONST.POLICY.CONNECTIONS.ROUTE.SAGE_INTACCT:
                return `${environmentURL}/${ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_AUTO_SYNC.getRoute(policyID, backTo)}`;

2. Then handle backTo in SageIntacctAutoSyncPage like the way we did in XeroAutoSyncPage

App/src/pages/workspace/accounting/xero/advanced/XeroAutoSyncPage.tsx

Line 33 in b1a83aa

const {backTo} = route.params as XeroAutoSyncPageRouteParams;

App/src/pages/workspace/accounting/xero/advanced/XeroAutoSyncPage.tsx

Lines 37 to 39 in b1a83aa

	const goBack = useCallback(() => {
	Navigation.goBack(backTo ?? ROUTES.POLICY_ACCOUNTING_XERO_ADVANCED.getRoute(policyID));
	}, [policyID, backTo]);

Note: we can do the same with the QBD feature (If only QBD had auto-sync feature)

App/src/pages/workspace/accounting/reconciliation/CardReconciliationPage.tsx

Lines 105 to 106 in b1a83aa

	case CONST.POLICY.CONNECTIONS.ROUTE.QBD:
	return `${environmentURL}/${ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_DESKTOP_ADVANCED.getRoute(policyID, backTo)}`;

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

None

What alternative solutions did you explore? (Optional)

Reminder: Please use plain English, be brief and avoid jargon. Feel free to use images, charts or pseudo-code if necessary. Do not post large multi-line diffs or write walls of text. Do not create PRs unless you have been hired for this job.

[muhammad-ali-abbasi]

🧩 Proposal

Problem we are trying to solve

When users click the Auto-sync link under Sage Intacct settings, they are incorrectly redirected to the Advanced configuration screen instead of the Auto-sync page.

---

Root cause

Inside CardReconciliationPage.tsx, the Sage Intacct navigation case still references the route for Advanced settings (POLICY_ACCOUNTING_SAGE_INTACCT_ADVANCED) instead of the Auto-sync route.
Because of this, the Auto-sync button is mapped to the wrong destination and skips the expected page entirely.

---

Suggested fix

We can correct this by updating the navigation to point to the Auto-sync route and ensuring that the backTo parameter is handled consistently with other accounting integrations like Xero.

In short:

• Update the Sage Intacct navigation to use the correct route (POLICY_ACCOUNTING_SAGE_INTACCT_AUTO_SYNC).
• Implement the same back navigation logic that’s already used in XeroAutoSyncPage.

---

Expected behavior after the fix

• The Auto-sync button should open the Auto-sync page for Sage Intacct.
• Navigating back should return the user to the correct previous page.

---

Additional consideration

If the QuickBooks Desktop (QBD) feature eventually includes Auto-sync support, the same route pattern can be reused there.

---

Test cases

• Confirm that Auto-sync opens the correct screen.
• Verify that clicking “back” from the Auto-sync page returns properly to the previous view.

---

✅ I’m happy to work on this fix free of charge as part of the open-source project.

---

💡 Rephrased Solution

File:
App/src/pages/workspace/accounting/reconciliation/CardReconciliationPage.tsx

Before:

case CONST.POLICY.CONNECTIONS.ROUTE.SAGE_INTACCT:
    return `${environmentURL}/${ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_ADVANCED.getRoute(policyID)}`;

After (Updated Logic):

case CONST.POLICY.CONNECTIONS.ROUTE.SAGE_INTACCT:
    return `${environmentURL}/${ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_AUTO_SYNC.getRoute(policyID, backTo)}`;

Then, in:
App/src/pages/workspace/accounting/sageIntacct/autoSync/SageIntacctAutoSyncPage.tsx

Add handling for the backTo parameter like this (based on how it’s done in Xero):

const {backTo} = route.params as SageIntacctAutoSyncPageRouteParams;

const goBack = useCallback(() => {
    Navigation.goBack(
        backTo ?? ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_ADVANCED.getRoute(policyID)
    );
}, [policyID, backTo]);

This ensures:

• The correct Auto-sync page opens.
• Back navigation behaves consistently.

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021976691035508678144

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @allroundexperts (External)

[allroundexperts]

@daledah's proposal looks good to me.

🎀 👀 🎀 C+ reviewed