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Prime Invoice Payment Update Field

Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...
Guest 2 days ago in Accounting Link for Sage 100 Contractor / Accounting Link for Sage 300 CRE / Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 2 Future consideration

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 18 days ago in Accounting Link for Sage Intacct 5 Planned

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 2 months ago in Accounting Link for Sage Intacct / Prime Contracts 1 Future consideration

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 about 1 month ago in Accounting Links / Settings / UI User Interface Enhancements 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 6 months ago in Accounting Link for Sage Intacct / CO 0 Planned

Allow for more granular settings in controlling which fields sync to SCM from Intacct

In our scenario. this idea pertains specifically to employee information, but it could be broadened to a more general scope regarding the integration. When syncing employees from Intacct to SCM, there are certain fields that we would prefer not to...
Carl Lyles 19 days ago in Accounting Link for Sage Intacct 0 Future consideration

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 4 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 6 months ago in Accounting Link for Sage Intacct 3 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 6 months ago in Accounting Link for Sage Intacct / Cost Database 0 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 about 2 months ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 0 Future consideration