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Accounting Links

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Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest 3 months ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 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 3 months ago in Accounting Links / Lien Waiver / Teamlink Portal (General) 4 Future consideration

AccountingLink Posting Preferences Export/Import Function (Backup)

It would be helpful if there were a way to import/export your AccountingLink posting preferences. For implementers, this is especially helpful if you have connected to Intacct implementation environment and are planning on disconnecting and then c...
Adam Clark 7 months ago in Accounting Links 0 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 about 1 month ago in Accounting Link for Sage Intacct / Procurement 2 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 about 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

Import project records

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

Make Sage CM PO / Subcontract Document ID the Sage Intacct Document Number

When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to ...
Jack Speshock over 1 year ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 3 Future consideration

Create ability to select Phase for commitments sent to Sage 100/300

I have clients who use the phase function in 100 (and I heard this is similar in 300) to track their costs more narrowly and they indicate that not being able to track costs like this is a potential deal breaker. I could see globally-created categ...
Sean Coffman 4 months ago in Accounting Link for Sage 100 Contractor 1 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 11 months ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

Allow for bills being imported (from SIC) to be automatically approved

We frequently import bills (from SIC) to multiple projects at a time in order to upload payroll costs, credit card charges, etc to projects in SCM. In doing so, these bills default to a status of "pending". In reality, these bills have already gon...
Carl Lyles 11 months ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 1 Future consideration