Sage Construction Management and Sage Intacct integration overview
The Sage Construction Management and Sage Intacct solution is comprised of three application components all working together to automate the entire estimating, project management, job costing, and corporate accounting functions.
- Sage Intacct Construction (US)
- Sage Intacct Construction (CA)
- Sage Intacct Construction (AU/NZ)
- Sage Intacct Construction (UK)
| Product | User personas | Purpose |
|---|---|---|
| Sage Construction Management | Estimators |
Preconstruction services: Distributing drawings and specs through invitations to bid (ITB) Preparing estimates Requesting and collecting vendor bids through RFP packages |
|
Project Managers Superintendents Engineers Coordinators Accounting Staff |
Contract Administration Procurement Time Tracking Job Costing Budget Tracking Documentation Correspondence QC and Safety Scheduling |
|
| AccountingLink for Sage Intacct | Accounting Staff |
Import, Export Syncs Customers, Vendors, and Employees Post Transactions to Sage Intacct |
| Sage Intacct | Accounting Staff | Corporate Accounting |
| Sage Construction Management (SCM) | Post from SCM to SIC | Export from SIC to SCM | Additional functionality | Sage Intacct Construction (SIC) |
|---|---|---|---|---|
| Contact management | ||||
| Companies | >>> | <<< | Sync | Customers |
| Companies |
>>> |
<<< | Sync | Vendors |
| Company |
>>> |
<<< | Sync | Insurance |
| Employees | >>> | <<< | Sync | Employees |
| Customer & Vendor Contacts | >>> | <<< | Sync | Contacts |
| Projects and contracts | ||||
| Project | >>> | Projects | ||
| Master Cost Codes | <<< | Standard Cost Codes | ||
| Projects Cost Codes and Cost Types | >>> | Project Cost Codes/Cost Types | ||
| Prime Contract Cost Budget | >>> | Post/repost | Estimate (Cost Budgets) | |
| Change Order Cost Budgets | >>> | Post only | Estimate Change/Budget Revision | |
| Commitments | ||||
| Purchase Order (PO) | >>> | |||
| PO Change Order (PO CO) | >>> | |||
| Subcontract | >>> | |||
| Subcontract Change Order (SCO) | >>> | |||
| Bills associated with PO | >>> | |||
| Bills not associated with PO | >>> | |||
| Sub Invoices | >>> | |||
| Employee Misc Expenses | >>> | |||
| Job Cost Reporting | ||||
| Summary by Project, Cost Code, Cost Type | <<< | Job Costs by Project, Cost Code, Cost Type | ||
| ERP JTD Cost Details | <<< | Job Cost GL Details | ||
| Time tracking | ||||
| Labor Timecards | >>> | <<< | Project /Payroll Timesheets | |
| Equipment Timecards | >>> | Special Purchasing TD | ||
| Client contract administration | ||||
| Prime Contract | >>> | Post/repost | Project Contract | |
| Prime Contract Items (SOVs) | >>> | Post/repost | Contract Items | |
| COs (Revenue) | >>> | Change Orders | ||
| Prime Invoices | >>> | Contract Invoices | ||
| Payments | ||||
| AP Payments | <<< | AP Invoice Payments | ||
| AR Payments | <<< | AR Invoice Payments | ||
| Tax code support for transactions | ||||
| Tax Codes | Linked | Tax Schedules | ||
| Support for Cost-to-Date Transactions | >>> | Linked | Yes | |
| Support for Client Contract Transactions | >>> | Linked | Yes | |
| WIP / Forecasting | ||||
| WIP / Forecasting | >>> | Excel import | ||