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Closed Periods

Have periods closed in SageIntacct sync to SageCM to not allow transactions to be entered into a closed period in SageCM. This will help prevent sync errors when POs, Subcontracts, etc. are being entered using a date in a closed period.
Guest about 9 hours ago in Accounting Link for Sage Intacct 0 Needs review

SCM Test Environment

I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...
Guest 16 days ago in Accounting Links / Settings / UI User Interface Enhancements 0 Future consideration

Provide an option to push Estimated hours to Intacct.

This would enable an option to run an estimated vs Actual hours from the data entered in SCM. If this data could land in the production unit column of the Intacct's estimate screen to provide the most reporting opportunities.
Matthew Carlisle about 1 month ago in Accounting Link for Sage Intacct / Prime Contracts 1 Future consideration

Allow for bills being imported (from SIC) to be automatically approved

We frequently import bills (from SIC) to multiple projects at a time in order to upload payroll costs, credit card charges, etc to projects in SCM. In doing so, these bills default to a status of "pending". In reality, these bills have already gon...
Carl Lyles 27 days ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 0 Future consideration

Project Manager Sync

Have the project manager assigned in SageCM sync to the project manager field when exported/created in SageIntacct. Similar to how project type in SageCM syncs to SageIntacct.
Guest 20 days ago in Accounting Link for Sage Intacct 0 Future consideration

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 5 months ago in Accounting Link for Sage Intacct / CO 0 Planned

Update Project Ship To address from Job Address in SCM

Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.
Jo Steiner 3 months ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

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...
Adrianna Johnson 5 months ago in Accounting Link for Sage Intacct 3 Future consideration

Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
Brandon Dahn 15 days ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

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.
Deborah Lastro 5 months ago in Accounting Link for Sage Intacct / Cost Database 0 Future consideration