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Status Future consideration
Categories Accounting Link for Sage Intacct Linked Files (Projects)
Created by Jack Speshock
Created on Aug 22, 2024

RELATED IDEAS

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.

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    • Admin
      David Holler
      Reply
      |       Mar 25, 2025

      We have asked the SIC team to add a dedicated link field for transaction created via their APIs. We feel this should be a standard field as opposed to being custom.

    • Admin
      David Holler
      Reply
      |       Aug 22, 2024

      The ability to provide this feature depends on changes to the Sage Intacct API. Sage CM is seeing this request frequently and we have discussed this with Intacct Senior Product Manager.