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Allow saving ALSIC posting preferences before all fields are set

Currently when you enter credentials to connect Sage CM to SIC, you're taken to Posting Preference where there are a gazillion fields to populate before you can save the connection. If you time out, you have to start all over with Posting Preferen...
Guest about 1 month ago in Accounting Link for Sage Intacct 0 Needs review

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 10 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 10 months ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 1 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 12 months ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

Sage Intacct - Compliance Integration

No description provided
Jack Speshock about 1 year ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

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

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 10 months ago in Accounting Link for Sage Intacct 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 year ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 3 Future consideration

Enable link documents to be sent thru DocuSign

linked documents in Subcontracts or Change orders can be emailed, but linked documents cannot be sent when using DocuSign.
Guest about 2 months ago in Accounting Link for Sage 100 Contractor 0 Needs review

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