Set up AccountingLink for Sage 100 Contractor

Complete the steps in this section to set up the AccountingLink for Sage 100 Contractor with Sage Construction Management.

Before you begin

• By using the AccountingLink for Sage 100 Contractor, you acknowledge that you have read and agree to the Sage Construction Management End User License Agreement for Software.

• Subscribers must pay hh2 directly. After purchase, hh2 sets up the tenant and emails the subscriber (not the Sage Partner) to schedule a setup meeting. The subscriber must inform their Sage Partner and coordinate a joint meeting with hh2. Afterward, the Sage Partner can proceed with the Sage Construction Management integration.

• The AccountingLink is compatible with the following browsers: 

  • Google Chrome (recommended)
  • Microsoft Edge
  • Mozilla Firefox

• It's recommended to set the Estimate Rounding and Transaction Rounding in Settings > Company Settings > Global Settings to two (2) decimal places to prevent posting errors.

• Implement only new projects in Sage Construction Management.

 

Set up AccountingLink

1. Log in to Sage Construction Management using the Sage Construction Management Admin user account.
2. Go to Settings ( ).
3. Select Company Settings > Profile.
4. Under the External Applications Being Used section, select Sage 100 Contractor in the Accounting System field.
5. Select Save.
6. Log out of Sage Construction Management and close the browser.
7. Open the browser and log in to Sage Construction Management again.
8. Select AccountingLink from the left-hand navigation menu.
The AccountingLink will be available on the side navigation menu only if you’ve purchased the AccountingLink for Sage 100 Contractor and configured the Accounting System to Sage 100 Contractor.

9. Select Connect to Sage 100 Contractor and connect using the following hh2 Cloud Service account information sent to you by email after the hh2 installation:

   • Site Identifier: The identifier included between https:// and .hh2.com. For example, in https://sage100scm-3.hh2.com, the site identifier is sage100scm-3.
   • Username: Usually Sync.
   • Password: The password included in the email, which is specific to your connection.
10. Select Posting preferences and update all posting preferences before running the posting wizard.
11. Select Save.