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Sage Construction Management Ideas Portal
Status Future consideration
Created by Adam Clark
Created on Jan 21, 2025

Sage Intacct GL Posting Date from SCM Bills

Currently when syncing an invoice to Sage Intacct from SCM, the GL Posting date field is populated with the Invoice Date. This can be an issue if a Client has closed that period already. It would be helpful to add a setting in posting preferences that allowed to use either the invoice date or the sync date for the GL Posting date in Intacct

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    David Holler
    Reply
    |
    Jan 29, 2025

    Jack/Adam:

    I agree and asked Norman to add his comments.

  • Jack Speshock
    Reply
    |
    Jan 23, 2025

    This is needed for these other transactions as well.

    • Subcontracts

    • SCO's

    • Purchase Orders

    • Prime invoices


    Even though the procurement transactions are not posting to the actual "Accrual" GL books, if you try to send one over that is in a closed period you will get an error