Project Type should be a field that is synced into Sage Intacct. Whether that is a field that is created in SCM or a Project Classification can be synced over to Intacct. This field can be used on a lot of reporting in Intacct, so would like it po...
The lock on the document appears even if the documents weren't synced/imported to Intact. The lock should appear only if; the document is synced successfully, you make the Lock manually on the document, or you mark it posted in Accounting Link
The job status should be able to be managed in one location and then sync to the other location, whether SCM or Intacct. No one should have to do double entry to close jobs.
Please add integration for any attachments that are uploaded in SCM to download into Intacct. Having to upload them twice is redundant and causes a lot of extra work that can be automatized. Sage has other products that do this already like FYLE t...
Correcting rounding errors between Sage CM and Sage Intacct
Rounding differences between Sage CM and Sage Intacct due to the following:
For some types of Sage Construction Management rounds on an item level, while Sage Intacct rounds on a totals level.
Sage Construction Management uses Bankers Rounding...
Sync Description from Prime Contract Original Item to Intacct's Project Contract Line Name
I have a couple clients asking for this as the Cost Code/Owner Code name is not the best field to sync to the Contract Line Name in Intacct. Current workaround is to edit the line names in Intacct after sync which is not sustainable if the work is...
Link Cost Database to Sage Intacct Inventory Items
Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.
Some clients may implement SCM prior to implementing Intacct. If they begin adding prime contracts with cost codes in SCM that were not synced from Intacct there are errors when trying to sync to Intacct even if the cost codes are identical in Int...
AccountingLink: full detail of Items in Purchase Order syncing
When submitting Purchase Orders to vendors, it is more commonly needed to have full detail of items needed for the Purchase Order rather than a summary of items by cost code. It would also be beneficial for this information to sync to the ERP syst...