Implementation best practices

The following best practices are recommended to ensure a smooth and successful implementation:

• Use the Sage Intacct Implementation Environment rather than the Product Environment during setup and testing. Confirm and thoroughly test all features before migrating Sage Intacct data to the Production Environment.

• Review and clean up Sage Intacct resource lists, including standard cost codes, customer companies, vendor companies, vendor types, employees, cost types, classes, departments, and AR/AP payment terms to ensure they are properly aligned with Sage Construction Management before transferring them.

• Start by importing foundational data into Sage Intacct: standard cost codes, customer companies, vendor companies, vendor types, and employees. Once verified, transfer this data from Sage Intacct to Sage Construction Management.

• First create any new projects in Sage Construction Management including prime contracts, cost budgets, and SOV, and then transfer them to Sage Intacct. Continue managing legacy projects using the previous ERP system.

• Verify all Posting Preferences in the Accounting Link before running posting tests with the wizard.

• Test all record and transaction postings in the Implementation Environment before moving to Production in Sage Intacct.

• Confirm that all features demonstrated by the Sales team are currently available. Discuss any limitations with your client and clarify whether there are features that are not currently supported.