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Improved Project Status Functionality in the Integration with Sage Intacct

The posting preferences for the SCM > Sage Intacct integration currently only allow for setting a default "project status" upon creation of a project in Intacct. Ideally SCM would have some additional functionality (similar to intacct) that wou...
Carl Lyles 11 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 2 Future consideration

Link Sage Intacct Bills to Subcontracts / Purchase Orders

I have had a customer request that Sage CM be able to link / attach AP or Purchasing Bills from Sage Intacct to Purchase Orders/Subcontracts in Sage CM. Use case for this is the customer is currently using Sage Paperless Construction for entereing...
Jack Speshock over 1 year ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 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 over 1 year ago in Accounting Link for Sage Intacct 4 Future consideration

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

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

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 over 1 year ago in Accounting Link for Sage Intacct 0 Planned

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

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

Rippling Integration with Sage Constuction Management

I would like to know if creating this integration is possible, as of right now, we use Rippling as our HRIS and QBD for accounting. Our goal is to have all invoicing completed in Rippling, and to do so, we do need a live sync/integration with Sage...
Guest 3 months ago in Accounting Links 1 Unlikely to Implement