Accounting Link for Sage Intacct

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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 7 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 4 months ago in Accounting Link for Sage Intacct 5 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 11 months 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 4 months ago in Accounting Link for Sage Intacct 1 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 about 1 year ago in Accounting Link for Sage Intacct 0 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 3 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 11 months 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

2 VOTE

Currency selected on the Project in SCM should warn if not the same as what is set in Intacct.

SCM can sync transactions in multiple currencies, however when it syncs to Intacct the currency changes to that of the of the base currency set on the entity tagged to the project. This has causes the purchasing and revenue transactions syncing to...

Matthew Carlisle 11 months ago in Accounting Link for Sage Intacct 1 Shipped

2 VOTE

Billings term and billing type - Not feeding through from SAGE CM

Billings term and billing type - It would be ideal for the billing type and terms to be fed through to Intacct dependent upon the customer.

Guest 12 months ago in Accounting Link for Sage Intacct 3 Shipped

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