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

Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
Brandon Dahn 27 days ago in Accounting Link for Sage Intacct / Purchase Orders 0 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 3 months ago in Accounting Link for Sage Intacct / Prime Contracts 3 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 3 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 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 5 months ago in Accounting Link for Sage Intacct 0 Future consideration

Improved Project Status Functionality in the Integration with Sage Intacct

The posting preferences for the SCM > Sage Intacct integration currently only allow for setting a default "project status" upon creation of a project in Intacct. Ideally SCM would have some additional functionality (similar to intacct) that wou...
Carl Lyles 2 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 1 Future consideration

Change Management - Single line vs multiple lines on sync

Currently, when pushing over a change order on a prime contract, it syncs over into Intacct in multiple lines. It pushes over into the cost budget with a zero line for the contract value and on the contract side, it pushes over a zero line for the...
Jo Steiner 7 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 4 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

Intacct Reference Default

It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...
Guest 26 days ago in Accounting Link for Sage Intacct / Prime Invoices 0 Future consideration

Wizard Column View

Hello, It would be really great if due date could be added to the batch wizard columns for bills and sub invoices.
Guest 26 days ago in Accounting Link for Sage Intacct / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 0 Future consideration