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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 6 days ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 1 Future consideration

Memo options on checks

It would be helpful to have the following as an option in the memo line that prints on checks "Project Number, Client, City and State" (no Subject Line)
Sue Kelly 2 days ago in Accounting Link for Sage Intacct / Procurement 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 about 1 month ago in Accounting Links / Document Viewer / Linked Files (Projects) 2 Future consideration

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 16 days ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 1 Future consideration

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 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 / Work Orders 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

Pull contact, PM, address information into intacct

It would be really helpful if we could pull over the following information from SCM into Intacct at the project level when sending a project to intacct from SCM since these areas are normally already filled within SCM: Primary Contact, Ship-To Con...
Victoria McCullough about 1 month ago in Accounting Link for Sage Intacct / Contacts / Projects 0 Future consideration

TeamLink Invoice Paid Status added

Currently the Lien Waiver Area on Invoices and Bills uploaded by Teamlink users, auto-populates when Bill/invoice gets added. Each invoice and bill needs an area that paid information gets pulled in when paid (via accounting link).
Guest about 2 months ago in Accounting Links / Lien Waiver / Teamlink Portal (General) 4 Future consideration