Accounting Links

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Allow for more granular settings in controlling which fields sync to SCM from Intacct

In our scenario. this idea pertains specifically to employee information, but it could be broadened to a more general scope regarding the integration. When syncing employees from Intacct to SCM, there are certain fields that we would prefer not to...

Carl Lyles 10 months ago in Accounting Link for Sage Intacct 0 Future consideration

5 VOTE

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 about 1 year ago in Accounting Link for Sage Intacct / Linked Files (Projects) 3 Future consideration

6 VOTE

Push Classifications to Intacct. Project Type on the Project Record for example.

Project type is extremely useful for filtering and reporting in Intacct and as the field is native in both systems can it be pushed. The other classifications would also be useful.

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

4 VOTE

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

3 VOTE

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 10 months ago in Accounting Link for Sage Intacct 0 Future consideration

4 VOTE

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

5 VOTE

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

5 VOTE

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

4 VOTE

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 over 1 year ago in Accounting Link for Sage Intacct 7 Future consideration

4 VOTE

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 over 1 year ago in Accounting Link for QuickBooks Online 0 Future consideration

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