Accounting Link for Sage Intacct

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Cost Budgets & Budget Revisions Sage CM to Intacct

It would be very useful to be able to revise a Budget in CM and have it directly shared with Intacct and be able to track revisions made throughout the project without having to do this as a change order. If we were to need to share a change order...

Molly Toledo 11 months ago in Accounting Link for Sage Intacct / CO 2 Shipped

4 VOTE

Have the Gov/Tax ID in the company information sync to the Vendor/ Customer Tax ID section in Intacct

When a client is synching Vendors (created in SCM) to Intacct, they are adding in the Gov/Tax ID expecting it to sync in with the rest of the information put into the company. Once the Vendor is created in Intacct, it will leave off the Tax ID sec...

Patrick Sheppard 3 months ago in Accounting Link for Sage Intacct 2 Shipped

13 VOTE

Prime Contract Sync to Intacct Separately

Currently, the project, cost budget, and prime contract sync to Intacct at the same time. If the prime contract syncs over incorrectly and the user does not catch that, in order for them to resync the prime contract, the entire project needs to be...

Guest about 1 year ago in Accounting Link for Sage Intacct 0 Shipped

9 VOTE

Allow for editing of select fields in Prime Contract when "locked"

It would be desirable to edit select fields in the prime contract even after the contract has posted to intacct and "locked". Examples of such fields include the "Start and Finish Dates" the "actual" dates will generally be updated after the contr...

Carl Lyles 9 months ago in Accounting Link for Sage Intacct / Prime Contracts 6 Shipped

5 VOTE

Back out Change order and Change Request after errored sync

When the client is importing a Change order to Intacct from SCM; if it errors out then it will not show the CO as posted, but it will still post and leave the Change Order and Change Request in Intacct. If the client makes the correction to the Ch...

Patrick Sheppard 6 months ago in Accounting Link for Sage Intacct 5 Shipped

11 VOTE

Purchase Order Conversion Type Posting to Intacct

Currently when purchase orders are posted from SCM to Intacct, the conversion type is set for Quantity. This is a problem for lump sum purchase orders that will have more than one invoice/bill in SCM. Once the first partial invoice is posted to In...

Adam Clark over 1 year ago in Accounting Link for Sage Intacct 0 Shipped

3 VOTE

Update Intacct Integration Overview

Please update the Intacct integration overview and the business process diagram with new features. Thank you

Guest 5 months ago in Accounting Link for Sage Intacct 1 Shipped

2 VOTE

Being able to skip all estimates

Being able to skip estimates for example client that does not utilize estimates in Intacct and having the ability to skip in SCM when posting. Currently forces you to post estimate for inital posting.

Ariel Johannes 5 months ago in Accounting Link for Sage Intacct / Prime Contracts 6 Shipped

3 VOTE

Display Sage Intacct Connection Information

It would be helpful if somewhere in the AccountingLink area, you could see what Sage Intacct Company ID you are connected to and what User ID you are using to login.

Adam Clark about 1 year ago in Accounting Link for Sage Intacct 0 Shipped

3 VOTE

Import Sage Intacct Vendor Terms

Add the sage intacct vendor terms to the import vendor integration

Jack Speshock about 1 year ago in Accounting Link for Sage Intacct 0 Shipped

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