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Accounting Links

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Closed Periods

Have periods closed in SageIntacct sync to SageCM to not allow transactions to be entered into a closed period in SageCM. This will help prevent sync errors when POs, Subcontracts, etc. are being entered using a date in a closed period.
Guest 7 months ago in Accounting Link for Sage Intacct 0 Future consideration

Hyperlink in Sage Intacct that goes to Sage CM record

Create a field in sage intacct, that field gets populated with record specific url for the sage cm record. This would allow someone who is in sage intacct to open up the record in sage cm to see any linked files or additional information.
Jack Speshock 10 months ago in Accounting Link for Sage Intacct / Linked Files (Projects) 2 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest 11 months ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 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 about 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

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 7 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 7 months ago in Accounting Links / Vendor Bills 1 Unlikely to Implement

Option to automatically sync items

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

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

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