Advanced Utilities
Customers and Vendors
Employees
Project / Prime Contracts
When Sage Construction Management is integrated with Sage 50 Canada, it is technically the Prime Contract not the Project that is exported via the AccountingLink Sync Wizard for the purpose of creating the Customer and Project record. In cases where the job has already been entered in Sage 50 Canada, the Prime Contract needs to be linked manually to prevent duplicates. A Prime Contact can also be unlinked if it needs to be re-exported or manually linked to another Project. All of these functions can be done in the Advanced Utilities area.
- Manually Link a Project / Prime Contract to a Sage 50 Canada Job
- Unlink a Project / Prime Contract
- Change Project / Prime Contract to 'Marked As Exported' so no Transactions can be Exported
- Remove Project / Prime Contract from 'Marked As Exported' List
AP - Bills and Sub Invoices
The Sage Construction Management Sync Wizard can automatically export Bills and Sub Invoices to Sage 50 Canada's AP Invoice feature if the Prime Contract has been linked to a Project. However, there can be scenarios where a transaction has been entered manually in both systems by accident and would need to be 'Marked As Exported' to avoid duplicates or a transaction needs to be unlinked so it can be exported again if modifications are required.
- Unlink a Bill or Subcontract Invoice that has been exported to Sage 50 Canada
- Set a Bill or Sub Invoice to 'Marked As Exported' so it CANNOT be exported to Sage 50 Canada
- Remove Bill or Sub Invoice from 'Marked As Exported' List
AR - Prime Contract Invoices
Typically, Prime Contract Invoices (aka client invoices) are entered by project managers and then later exported to Sage 50 Canada's AR Invoice feature using the Sync Wizard. Like AP transactions listed above, Prime Contract Invoices may need to be unlinked or marked as exported depending on the scenario.