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Accounting Links

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Accounting Link Permissions

I wanted to bring up a point that I believe would enhance our team's efficiency and streamline our processes. Currently, only the 'Administrator' and 'Finance Administrator' roles have access to the Accounting Link module. It would be beneficial f...
Guest 5 months ago in Accounting Links / User Security Roles 3 Already exists

Allow bills to be entered in SCM without project

Currently all bills have to be entered within a project. It would streamline the process if we could enter bills without assigning them to a project OR be able to move them from one project to another. Sometimes we receive vendor invoices (bills) ...
Guest 5 months ago in Accounting Links / Vendor Bills 1 Unlikely to Implement

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 about 1 year ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 0 Future consideration

Units of Measure Integration with Intacct

Currently there is no integration/sync between SageCM and Sage Intacct. This is creating problems in Procurement where the UOM field is an open field where users can type in what they want. The problem comes when trying to Post to Intacct, if the ...
Guest 10 months ago in Accounting Link for Sage Intacct 0 Future consideration

Automate the ERP JTD cost sync

Automate the sync where it runs at set intervals throughout the day. I would say hourly would be ok for most customers but there are going to be some who are going to want more "real time" data. Also leave the ability to click the button to retrie...
Jack Speshock 12 months ago in Accounting Link for Sage Intacct 0 Planned

Option to automatically sync items

Option to automatically sync items between sCM and SIC rather than having to manually post the items
Guest about 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

Project Location Field - (Job Address, City...)

It is necessary for us to track the location of all of our projects for tax purposes as well as conducting analytics on our various markets. This would be a useful metric in the tool to feed over to the accounting system.
Guest about 1 year ago in Accounting Link for Sage Intacct 7 Future consideration

QuickBooks Sync - Be able to reduce Characters in Vendor name & Bill Link

Currently, when you sync bills and vendors between QuickBooks and Sage, if a vendor has more characters in Sage than QuickBooks, it won't sync, same with bill #'s. If it is more than 20 characters it won't sync. It would be nice if you could adjus...
Trina Lapena over 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Multiple Revenue GL Allocation

We have clients with multiple GL accounts and what to post to those separate accounts either on a project basis or a contract line item basis. Can we create a field in the Posting Wizard that allows for choice on what GL to post the contract to li...
Guest about 1 year ago in Accounting Link for Sage Intacct 3 Future consideration

Under Misc Expense have the details of resource carry through into Quickbooks.

When entering the information for Misc expenses - you have a resouce selected but when linked to quickbooks - this infomration does not carry through into Quickbooks like it does for bills and sub invoices.
Guest about 1 year ago in Accounting Link for QuickBooks Online 0 Future consideration