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 Quality control 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 (customers) | >>> | <<< | Auto sync | Customers |
| Companies (vendors) |
>>> |
<<< | Auto sync | Vendors |
| Employees | >>> | <<< | Auto sync | Employees |
| Customer and vendor vontacts | >>> | <<< | Auto sync | Contacts |
| Master cost codes and cost types | ||||
| Master cost codes | <<< | Standard cost codes | ||
| Resource / cost type (M, L, E, S, O) | Linked | Standard cost types / accumulation categories | ||
| Awarded project setup | ||||
| Projects | >>> | Projects | ||
| Projects cost codes and cost types | >>> | Project cost codes / cost types | ||
| Support for mix of cost code tiers (for example, tier 2 and tier 3) | Yes | Project cost codes | ||
| Support for custom cost codes | Yes | Project cost codes | ||
| Cost budgets / estimate | ||||
| Prime contract cost budget | >>> | Post/repost | Estimate (cost budgets) | |
| Change order cost budgets | >>> | Post only | Estimate change / budget revision | |
| Commitments | ||||
| Purchase order (PO) | >>> | Purchase order (PO) | ||
| Purchase order change order (PO CO) | >>> | Purchase order change order (PO CO) | ||
| Subcontract | >>> | Subcontract | ||
| Subcontract change order (SCO) | >>> | Subcontract change order (SCO) | ||
| Actual costs | ||||
| Bills associated with PO | >>> | Commitment invoice | ||
| Bills not associated with PO | >>> | Non-commitment invoice | ||
| Subcontract invoices | >>> | Commitment invoice | ||
| Employee miscellaneous expenses | >>> | Employee expense reports | ||
| Query ERP JTD costs for PM reporting | ||||
| Summary by project / cost code / cost type | <<< | Auto sync | Job costs by project / cost code / cost type | |
| ERP JTD cost details | <<< | Auto sync | Job cost GL details | |
| Time tracking | ||||
| Labor timecards | >>> | <<< | Auto import | Project / payroll yimesheets |
| Equipment timecards | >>> | Special purchasing TD | ||
| Client contract administration | ||||
| Prime contract | >>> | Post/repost | Project contract | |
| Prime contract items (SOVs) | >>> | Post/repost | Contract items | |
| Change orders (revenue) | >>> | Change orders | ||
| Prime invoices | >>> | Contract invoices | ||
| Payments | ||||
| AP Payments | <<< | Auto sync | AP invoice payments | |
| AR Payments | <<< | Auto sync | 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 | |
| Tax integration | ||||
| Group and non-group tax codes | Linked | Tax schedules | ||
| Post purchase order, purchase order change order, subcontract, and subcontract change order with tax reference | >>> | Commitments: purchase order, purchase order change order, subcontract, and subcontract change order | ||
| Post bills and subcontract invoices with tax reference | >>> | Commitment invoice and non-commitment invoice | ||
| Post prime invoices with tax reference | >>> | Project contract AR invoice, AR invoice | ||
| WIP / Forecasting | ||||
| WIP / Forecasting | >>> | Excel import | ||