Export Sage Construction Management vendors

Important things to know

  • A vendor numbering sequence must be set up in Sage Intacct before you can export vendor records.
  • Only active Sage Construction Management Companies that are not linked to a Sage Intacct Vendor and are referenced on the following transactions appear in the export list:  
    • UnPosted Projects
    • UnPosted Vendors
    • UnPosted Purchase Orders
    • UnPosted Sub Invoices
    • UnPosted SCOs
    • UnPosted Sub Invoices
    • UnPosted Sub Invoices
    • UnPosted Change Orders
    • UnPosted Prime Invoices
    • UnPosted Labor Timecards
    • UnPosted Equipment Timecards
    • UnPosted Misc. Expenses
  • The AccountingLink checks if the vendor exists already in Sage Intacct by filtering the company name. If the company exists, then the vendor records will be automatically linked in the two systems.

Instructions

  1. Select the Contact Management tab in the AccountingLink.
  2. Navigate to the Export to Sage Intacct section.
  3. Click Export Vendors within the section.
    The list of Sage CM vendors displays with the following details for each vendor:
    • Company Name: The name of the company.
    • Phone: The phone number of the company.
    • # UnPosted Sub Invoices: The number of unPosted purchase orders.
    • # UnPosted Sub Invoices: The number of unPosted Sub Invoices.
    • # UnPosted Sub Invoices: The number of unPosted Sub Invoices.
    • Last Modified: The date of the last modification of the vendor's details.
  4. Click Post on the right of the item you need to Post.
  5. To Post more than one vendors, select the check boxes on the left of the vendors that you need to Post and click Post Selected.