Skip to Main Content
Sage Construction Management Ideas Portal
ADD A NEW IDEA

Accounting Links

Showing 44

Reports that show linked vendors, customers, employees

Ability to run a report that shows which sage cm companies are linked to sage intacct vendors with sage intacct id. Similar to the linked vendor screen just in an exportable report
Jack Speshock 7 months ago in Accounting Link for Sage Intacct / Log Style Reports 0 Future consideration

Do not allow TBD cost code to export to QBD

During the export process through Sage/QB link, do not export TBD cost code and show as an error to prevent incorrect cost coding.
Debbie Idzik about 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Accounting link sync log payment detail

Currently it just shows payment added in the sync log with no information for what payments were sync so you have no idea what they relate to. Would be useful to see supplier and invoice number and if you search for it you can see when payment syn...
Tim Smith 12 months ago in Accounting Link for Xero 0 Future consideration

Job name format import doesnt match to quickbooks

Job name in Sage doesnt import the same into Quickbooks Example: Sage - "24012 Foundations- Bldg. 16 Kitchen Sill" Quickbooks Imported as - "Foundations: 24012-24012-001"
Aimee Boehm about 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration