AccountingLink for Sage Intacct: Setup instructions

1. Make sure you're in the top level.

2. Go to Applications > Company > Admin > Subscriptions.

3. Scroll to the Web Services section near the bottom and turn on the subscription.

1. Go to Applications > Company > Setup > Company.

2. Select Edit.

3. On the Security tab, find the Web Services authorization section.

4. Select Add.

5. In the Web Services sender information screen, enter the following information exactly as shown:

   • Sender ID: SageCM

     The ID is case-sensitive and must match exactly.

   • Description: Sage Construction Management

   • Status: Active

6. Select Save and then on the Company Information screen, select Save again.

Create a Web Services user account at the top level with full permissions to Sage Intacct. This user account is used when connecting Sage Construction Management to your Intacct company.

1. Go to Applications > Company > Admin tab > Web Services users.

2. Select Add.

3. Enter the following information:

   • Last name: User

   • First name: Sage CM

   • User type: Business

   • Admin privileges: Full

   • Email: Enter an email address for the Sage Intacct admin.

4. Depending on whether the company is set up for role-based or user-based permissions, assign roles or permissions necessary so that the user has access to all features in Intacct.

   If the user is not set up with full permissions, Sage Construction Management will not have access to all of the Intacct data, which will cause integration issues.

   For more information, see the following articles in the Sage Intacct Help Center:

   • Web Services users

   • Permissions overview

The following is an example of duplicating an existing Accounts Payable term to add a new one.

1. Go to Applications > Accounts Payable > Setup > More > Terms.

2. Find Net 30 in the list and select Edit.

3. Select Duplicate.

4. Enter the following information:

   • Name: Net 60

   • Description: Net in 60 days from bill date

   • Due Day: 60 From invoice or bill date

5. Select Save.

6. Create another duplicate of the Net 30 term.

7. Enter the following information:

   • Name: Net 90

   • Description: Net in 90 days from bill date

   • Status: Active

   • Due Day: 90 From invoice or bill date

8. Select Save.

The following is an example of duplicating an existing Accounts Receivable term to add a new one.

1. Go to Applications > Accounts Receivable > Setup > More > Terms.

2. Locate Net 60 and select Edit.

3. Select Duplicate.

4. Enter the following information: 

   • Name: Net 90

   • Description: Net in 90 days from bill date

   • Status: Active

   • Due Day: 90 From invoice or bill date

5. Select Save.

These instructions describe setting up a transaction definition for a non-commitment vendor invoice.

1. Make sure that you're working in the top level.

2. Go to Applications > Purchasing > Setup > More > Transaction definitions.

3. Search for a transaction definition for a Purchasing invoice (under Purchase Order).

   • If you have this transaction definition, select Edit and then select Duplicate.

   • If you do not have this transaction definition, select Add.

4. On the General tab, enter the following information: 

   • Template name: Non-commitment vendor invoice

   • Description: Non-commitment vendor invoice

     Note that you can use any name, but make a note of what you use. You'll need this information when you're setting up the integration in Sage Construction Management.

   • Template type: Invoice

   • Workflow category: Invoice

   • Reporting category: Purchase order invoices

   • Numbering sequence: Select Add and create a new numbering sequence for Accounts Payable bills using the following settings: 

     • Sequence ID: AP Bills

     • Sequence type: Numeric

     • Numeric sequence length: 6

     • Fixed prefix: APB

     • Separator: -

     • Primary sequence: 1

     • Next unused value: 1

   • Inventory Control: No changes are needed in the this section. The grid should be empty.

   • Transaction posting: Accounts Payable

   • No other changes are needed on the General tab.

5. On the Posting configuration tab, select the accounts payable credit account and the debit account for the following GL item groups:

   • Materials

   • Labor

   • Equipment

   • Subcontract

   • Other

6. Keep the default settings on the Security configuration and Entity settings tabs.

7. Select Save.