Accounts Payable sync preferences

  1. Default AP service item

    Accounts payable transactions in Sage Construction Management, such as bills, sub invoices, and miscellaneous expenses, must reference a job cost code whereas expense entries in Sage 50 Canada require a service item. Thus, to export expenses from Sage Construction Management to Sage 50 Canada rules need to be established on how the job cost code must be replaced with the appropriate service item. The Default AP Service Item serves as a fallback during auto-linking when matching by cost code or description, or when replacing cost codes with a single service item.

    It's recommended to set the Default AP Item to the unclassified item, for example, 00CCUnc.

    Job cost code linking options

    Options Description
    Link all Sage Construction Management JCCs to a single AP Item All Sage Construction Management bill, sub invoice, and miscellaneous expense items will reference the default AP service item referenced above.
    Link AP Item based on resource type (M, L, E, S and O)

    In Sage Construction Management there are five built-in resources: Material (M), Labor (L), Equipment (E), Subcontractor (S), and Other (O). When Sage Construction Management sub invoices are exported to Sage 50 Canada, the Subcontractor (S) reference will be used. When exporting Sage Construction Management bills and miscellaneous expenses, the mapping will be dependent on the item's resource reference.

    Link AP Items to a specific Project Classification

    Project classifications can be set up in Sage Construction Management to categorize leads and projects. For example, a classification system titled Project Type could be created with options such as Custom Home, Apartment, School, Lab, or Retail Facility. Each lead or project will then reference one of these options. If service items in Sage 50 Canada are set up in a similar manner, then this option must be used to set the appropriate item.

    Auto Link AP Item based on the Job Cost Code (exact match only)

    If services items in Sage 50 Canada reflect cost codes, then Sage Construction Management job cost codes can be linked automatically using the code/name as the criteria. Specifically:

    1. The job cost code is matched first.
    2. If the job cost code is not found, AccountingLink looks at the internal division code to find a match.
    3. If the internal division code is not found, the AccountingLink will use the default AP item.

    This is the recommended setting.
    Auto Link AP Item based on the Job Cost Code Description (exact match only)

    Similar to the option above but the cost code description will be used as the criteria. Specifically:

    1. The job cost code description is matched first.
    2. If the job cost code description is not found, AccountingLink looks at the internal division code description to find a match.
    3. If the internal division code description is not found, the AccountingLink will use the default AP item.
    Auto Link AP Item based on the Project Number (exact match only)

    If service items in Sage 50 Canada reflect projects, then Sage Construction Management job cost codes can be linked automatically using the project number as the criteria. For example, if there are 20 projects in Sage Construction Management then there will be the same number of service items. The service item's name will be the project number not title. In cases where there's no match upon export, the default AP service item referenced above will be used.

  2. Sage Construction Management bills can be categorized using types that are used for grouping and filtering purposes. From an AccountingLink perspective, these types can also determine how bills must be exported to Sage 50 Canada. You have the following options for each bill type:
    • Do not export
    • Export to Bills

  3. The following options are available for formatting the memo field when exporting Sage Construction Management bills to Sage 50 Canada:

    • Project # - Bill Subject
    • Project # - Prime Contract # - Bill Subject
    • Project # - Project Title - Bill Subject
    • Project # - Project Title - Prime Contract # - Prime Contract Subject - Bill Subject
    • Project Title - Prime Contract Subject - Bill Subject

  4. The following export options are available for the subcontract invoice retainage:

    • Do not show retainage
    • Show retainage in Sage 50

    If the subcontract invoice retainage will be tracked in Sage 50 Canada, make sure to reference the default and billed retainage items. Typically, the item referenced in both fields is the same.

  5. The following options are available for formatting the memo field when exporting Sage Construction Management subcontract invoices to Sage 50 Canada.

    • Project # - Subcontract Subject
    • Project # - Prime Contract # - Subcontract Subject
    • Project # - Project Title - Subcontract Subject
    • Project # - Project Title - Prime Contract # - Prime Contract Subject - Subcontract Subject
    • Project Title - Prime Contract Subject - Subcontract # - Subcontract Subject

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Posted February 05, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.