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Attachments to transfer to Intacct

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...
Irina Sirotkina about 5 hours ago in Accounting Link for Sage Intacct 0 Needs review

Sync down the SCM SOV by line item to SIC

Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways. Client will be able to apply CO to the SOV task with...
Patrick Sheppard 10 days ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 1 Future consideration

Export linked files for Bills and Sub Invoice to Accounting package

If someone wants to see a copy of the Bill or SubInvoice in their Financial system they have to add it there causing double handling when its already been added into SageCM. Its a very common feature where most other systems will attach copies of ...
Tim Smith 25 days ago in Accounting Links 0 Needs review

Link SCM Work Orders to Sage300 Extras

Can you use the SCM Work Order field to populate and/or link to Sage300 Extras? For timecards, the work order field would populate the extra field. Also, when a work order is setup in SCM could it create the extra in Sage300? When an extra is setu...
Deb Kauffman about 1 month ago in Accounting Link for Sage 300 CRE 0 Needs review

Sync Bills from SIC to SCM making bills a bi-directional sync

Allow bills from SIC to sync into SCM. Bi-directional syncing
Diane Gennarelli 4 months ago in Accounting Link for Sage Intacct 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 about 1 year ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 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 about 1 year ago in Accounting Link for Sage Intacct 3 Future consideration

Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest about 2 months ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

Link SCM Cost Codes to Intacct Cost Codes

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...
Guest over 1 year ago in Accounting Link for Sage Intacct 3 Already exists

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 about 1 year ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration