Accounting Link for Sage Intacct

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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 about 1 year ago in Accounting Link for Sage Intacct / Linked Files (Projects) 3 Future consideration

6 VOTE

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 over 1 year ago in Accounting Link for Sage Intacct 1 Future consideration

5 VOTE

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 over 1 year ago in Accounting Link for Sage Intacct 0 Planned

3 VOTE

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

4 VOTE

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 about 1 year ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

4 VOTE

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 about 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

5 VOTE

Option to automatically sync items

Option to automatically sync items between sCM and SIC rather than having to manually post the items

Guest over 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

4 VOTE

Project Location Field - (Job Address, City...)

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.

Guest over 1 year ago in Accounting Link for Sage Intacct 7 Future consideration

1 VOTE

Cost Plus Invoicing using ERP cost records

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!

Guest 5 months ago in Accounting Link for Sage Intacct / Prime Invoices 2 Future consideration

2 VOTE

Make Sync Errors Logs usable with out support

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 ...

Guest 11 months ago in Accounting Link for Sage Intacct 1 Planned

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