Key implementation reminders

Keep the following points in mind to ensure a successful and streamlined implementation:

• Unlike Sage Construction Management, Sage Intacct’s architecture is built to support multiple entities in a single tenant. If these entities require Sage Construction Management, then there should be a separate Sage Construction Management tenant for each Sage Intacct entity. We do not recommend tracking multiple entities in a single Sage Construction Management tenant.

• Sage Construction Management must enter Accrued Equipment Timecards Cost as a special purchasing Transaction Definition (TD) in Sage Intacct that posts to the General Ledger (GL) only. This prevents it from appearing in AP Aging. Use a separate Contra GL Account to offset Equipment Timecard revenue with actual equipment expenses. This process must be explained clearly to prospects before they subscribe to set proper expectations.

• Ensure there are no duplicate names, including those in parent/child relationships.

• Remove special characters from names of cost codes, customers, and vendors (e.g., !@#$%^&*+<>?).

• Avoid leading zeros in cost codes (e.g., Project Number 0125 in Sage Construction Management will appear as 125 in Sage Intacct).

• Use MLESO for cost types and map custom Sage Intacct cost codes to one of the five cost types in Sage Construction Management: Material, Labor, Equipment, Subcontract, and Other.

• Differentiate Sage Intacct customer and vendor entries by appending a C or V to the company name.

• Consider using ALL CAPS for parent cost code descriptions in the Sage Intacct standard cost code catalog for clarity.

• Create projects, prime contracts, cost budgets, and SOV in Sage Construction Management first, then transfer them to Sage Intacct. Continue managing legacy projects in their original ERP system.

• To enable financial analytic reporting in Sage Construction Management, select Post to GL Budgets in Posting Preferences under Project Estimate – Integrate with GL or Project Contract – Integrate with GL.

• The optimal selections for your specific client and its final configuration should be determined by the partner implementation team in Sage Construction Management.

• The Sage Construction Management Accounting Link supports Sage Intacct Multi-Tax but is not compatible with Avalara or other third-party tax applications.

• The Sage Construction Management Accounting Link for Sage Intacct is not currently configured to work with Bill.com, Ramp, or similar automation tools.

• Misc Expense transactions in Sage Construction Management do not post to Sage Intacct’s Cash Management module. These transactions will not appear in Bank or Credit Card Reconciliations but will post correctly to the GL if both systems are properly configured.