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Accounting Link for Sage Intacct

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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 7 months ago in Accounting Link for Sage Intacct 0 Future consideration

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 6 months ago in Accounting Link for Sage Intacct 0 Future consideration

no way to edit bills in SCM and have them updated within intact

Scenario: A bill is inputted incorrectly in SCM.Fix: You have to unlink the bill in SCM from Intacct, go into Intacct and delete it, go back to SCM and edit the bill, resend it through Accounting Link from SCM for it to show up in Intacct. and on ...
abby akin 10 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

Link Sage Intacct Bills to Subcontracts / Purchase Orders

I have had a customer request that Sage CM be able to link / attach AP or Purchasing Bills from Sage Intacct to Purchase Orders/Subcontracts in Sage CM. Use case for this is the customer is currently using Sage Paperless Construction for entereing...
Jack Speshock over 1 year ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

Push Classifications to Intacct. Project Type on the Project Record for example.

Project type is extremely useful for filtering and reporting in Intacct and as the field is native in both systems can it be pushed. The other classifications would also be useful.
Matthew Carlisle about 1 year ago in Accounting Link for Sage Intacct 1 Future consideration

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 7 months ago in Accounting Link for Sage Intacct 0 Future consideration

Hyperlink in Sage Intacct that goes to Sage CM record

Create a field in sage intacct, that field gets populated with record specific url for the sage cm record. This would allow someone who is in sage intacct to open up the record in sage cm to see any linked files or additional information.
Jack Speshock 10 months ago in Accounting Link for Sage Intacct / Linked Files (Projects) 2 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest 10 months ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

Units of Measure Integration with Intacct

Currently there is no integration/sync between SageCM and Sage Intacct. This is creating problems in Procurement where the UOM field is an open field where users can type in what they want. The problem comes when trying to Post to Intacct, if the ...
Guest 11 months ago in Accounting Link for Sage Intacct 0 Future consideration

Automate the ERP JTD cost sync

Automate the sync where it runs at set intervals throughout the day. I would say hourly would be ok for most customers but there are going to be some who are going to want more "real time" data. Also leave the ability to click the button to retrie...
Jack Speshock about 1 year ago in Accounting Link for Sage Intacct 0 Planned