Accounts Receivable sync preferences

1. Job Cost Code Linking Preferences

   Default AR Service Item

   Prime contract invoices in Sage Construction Management must reference a job cost code whereas invoice entries in Sage 50 Canada require a service item. Thus, to export invoices 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 AR 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 AR Item to the unclassified item, for example, 00CCUnc.

   Job cost code linking options

   Options	Description
   Link all Sage Construction Management JCCs to a single Service Item	All Sage Construction Management prime contract invoice items will reference the default AR service item.
   Link AR 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 AR 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: The job cost code is matched first. If the job cost code is not found, AccountingLink looks at the internal division code to find a match. If the internal division code is not found, the AccountingLink will use the default AR item. This is the recommended setting.
   Auto Link AR 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: The job cost code description is matched first. If the job cost code description is not found, AccountingLink looks at the internal division code description to find a match. If the internal division code description is not found, the AccountingLink will use the default AR item.
   Auto Link AR 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 AR service item referenced above will be used.

2. Prime Invoice Retainage Preferences

   The following export options are available for the prime contract invoice retainage:

   • Do not show retainage
   • Show retainage in Sage 50

   If the prime contract 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.

3. Prime Invoice Memo Field Preferences

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

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