Sage Construction Management data setup suggestions

Below are settings within Sage Construction Management that can impact how data is posted between the two systems.

Set up posting settings

1. In Sage Construction Management, go to Accounting Link.

2. Select Posting Preferences and configure the following settings:

   • On the Contact Management tab, select how you want to manage updates to contact records.

     For more information, see Contact Management tab.

   • On the Resource Types and Cost Codes tab, specify how to map cost resource types and cost codes.

     For more information, see Resource Types and Cost Codes tab.

   • On the Accounts Payable tab, select default transaction definitions for AP transactions, specify what should appear in reference fields and line item memos, and so forth.

     For more information, see Accounts Payable tab.

   • On the Time Sheet tab, select the right data source for the project's timesheet fields.

     For more information, see Time Sheet tab.

   • On the Job to Date tab, select a batch date preference and the general ledger accounts that should be queried for job-to-date costs.

     For more information, see Job to Date tab.

   • On the Tax Codes tab, map Sage Construction Management tax codes to the related items in Sage 100 Contractor.

     For more information, see Tax Codes tab.