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...
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.
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...
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 ...
It is necessary for us to track the location of all of our projects for tax purposes as well as conducting analytics on our various markets. This would be a useful metric in the tool to feed over to the accounting system.
This would be beneficial for those who dont process invoices within SCM but rather use the Accounting software. So the ability to bring in ERP costs into a Cost plus invoice would be great!
Sync Error Logs look confusing and not useful. If you look them up in the help section nothing comes up. I have to get some one else involved and wait 24 hours for a response to figure out what is wrong with my transaction. Make them describe how ...
Automate the ERP retrieve payment sync. Be able to set intervals on when you need it to sync (how many hours) and still keep the button to manually pull the latest payment information.