Sage Construction Management Ideas Portal
Add a new idea Subscribe
Status Shipped
Categories Accounting Link for Sage Intacct
Created by Guest
Created on Apr 18, 2024

RELATED IDEAS

Billings term and billing type - Not feeding through from SAGE CM

Billings term and billing type - It would be ideal for the billing type and terms to be fed through to Intacct dependent upon the customer.

  • Attach files
  • Mark Cadman
    Reply
    |     May 2, 2024

    Hi Roy,

    What if we defaulted the Billing Term based on the Customer Payment Terms and the Billing Type on the Contract Type?

    Do you think that would work for you?

    Thank you,

    Mark

  • Guest
    Reply
    |     Apr 22, 2024

    Yes, I think that would be a good idea.

  • Mark Cadman
    Reply
    |     Apr 18, 2024

    Hi Roy,

    Are you thinking these options could live in the Sage CM Project Posting options? This would allow users to select these options before they send the project to Intacct.