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Accounting Link for Sage Intacct

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Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 5 days ago in Accounting Link for Sage Intacct / New Product Integration / Projects 2 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 about 1 month 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 4 months ago in Accounting Link for Sage Intacct 3 Future consideration

Allow for editing of select fields in Prime Contract when "locked"

It would be desirable to edit select fields in the prime contract even after the contract has posted to intacct and "locked". Examples of such fields include the "Start and Finish Dates" the "actual" dates will generally be updated after the contr...
Carl Lyles about 1 month ago in Accounting Link for Sage Intacct / Prime Contracts 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 4 months ago in Accounting Link for Sage Intacct / Cost Database 0 Future consideration

Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made. Having the ability t...
Carl Lyles about 1 month ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 0 Future consideration

Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...
Brandon Dahn about 1 month ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 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 about 2 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

AR & AP Syncing

Allow for AR & AP invoices to sync from Intacct for updating job costs vs. GL transactions. This would allow for more detail in job costing as well as updating invoiced amounts on contracts, purchase orders, and subcontracts. Right now for tho...
Guest 3 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 about 1 month ago in Accounting Link for Sage Intacct / Linked Files (Projects) 1 Future consideration