Post Preferences - Accounts Payable (AP) Tab

  1. Sage Intacct has user-defined transaction definitions which contain the accounting rules, workflow settings, security settings, and other characteristics for a transaction. Each Sage Construction Management procurement related transaction can be mapped to a Sage Intacct transaction definition. In addition, purchase orders (POs) and Bills can be mapped on a more granular level by PO type and Bill type respectively.

    Sage Construction Management transaction Required ? Sage Intacct transaction definition
    Sage CM POs This is a required field. Select one of the Sage Intacct transaction definitions that are available in the dropdown.

    Transaction definitions are retrieved from Sage Intacct and they depend on the setup of your company. Learn more about defining transaction definitions for purchasing in Sage Intacct.

    Common transaction definitions for purchasing include the following:

    • PO Change Order
    • Purchase Order
    • Purchasing Invoice
    • Purchasing Return
    • Subcontract Change Order
    • Subcontract Credit Memo
    • Subcontract Invoice
    • Subcontracts
    • Vendor Invoice

    To exclude a Sage Construction Management transaction type from being posted to Sage Intacct, select Do Not Post.

    Create Post Rules based on PO Type

    		 Select this checkbox to post rules based on the PO type, such as Equipment, Materials, Other, and Services. For each PO type, select one of the Sage Intacct transaction definitions that are available in the dropdown.
    Sage CM PO COs This is a required field. Select the appropriate Sage Intacct transaction definition in the dropdown for purchase order change orders.
    Sage CM Subcontracts This is a required field. Select one of the Sage Intacct transaction definitions that are available in the dropdown.
    Sage CM SCOs This is a required field. Select one of the Sage Intacct transaction definitions that are available in the dropdown.
    Sage CM Bills from POs This is a required field. Select one of the Sage Intacct transaction definitions that are available in the dropdown.
    Sage CM Bills not from POs This is a required field. Select one of the Sage Intacct transaction definitions that are available in the dropdown.

    Create Post Rules based on Bill Type:

    • Credit Card

    • Normal Disbursements

    Select this checkbox to post rules based on the Bill type, such as Credit Card or Normal Disbursements.

    For each bill type, select one of the Sage Intacct transaction definitions that are available in the dropdown.

    Sage CM Sub Invoices This is a required field. Select one of the Sage Intacct transaction definitions that are available in the dropdown.
    Exclude Items (Job Cost Codes) that have not been invoiced If selected, job cost codes that have not been invoiced within a sub invoice will not be posted to Sage Intacct. For example, in fixed lump sum subcontracts, job cost codes in a sub invoice will not be posted if Current Work, Current Stored, and % Complete are all set to zero .

  2. Select the format of Sage Construction Management AP transactions.

    Sage Construction Management transaction Transaction format
    Sage CM POs

    This is a required field. Select one of the following formats for Sage Construction Management POs:

    • "Sage CM PO #" + Record Number

    • Sage CM PO Subject

    • "Sage CM PO #" + Record Number + "-" + Subject
    Sage CM PO COs

    This is a required field. Select one of the following formats for Sage Construction Management PO COs:

    • "Sage CM PO CO # " + Record Number

    • Sage CM PO CO Subject

    • "Sage CM PO CO # " + Record Number + " - " + Subject
    Sage CM Subcontracts

    This is a required field. Select one of the following formats for Sage Construction Management subcontracts:

    • "Sage CM Subcontract #" + Record Number

    • Sage CM Subcontract Subject

    • "Sage CM Subcontract #" + Record Number + "-" + Subject
    Sage CM SCOs

    This is a required field. Select one of the following formats for Sage Construction Management SCOs:

    • "Sage CM SCOs #" + Record Number

    • Sage CM SCOs Subject

    • "Sage CM SCOs -#" + Record Number + "-" + Subject
    Sage CM Bills

    This is a required field. Select one of the following formats for Sage Construction Management bills:

    • "Sage CM Bills #" + Record Number

    • Sage CM Bills Subject

    • "Sage CM Bills -#" + Record Number + "-" + Subject
    Sage CM Sub Invoices

    This is a required field.

    • "Sage CM Sub Invoices #" + Record Number

  3. The description or memo field can be formatted for each AP transaction type.

    Sage Construction Management transaction Transaction format
    Sage CM POs

    This is a required field. Select one of the following formats for Sage Construction Management POs:

    • Project # - PO Subject

    • Project # - Prime Contract # - PO # - PO Subject

    • Project # - Project Title - PO Subject

    • Project # - Project Title - Prime Contract # - Prime Contract Subject - PO # - PO Subject

    • Project Title - Prime Contract Subject - PO Subject
    Sage CM PO COs

    This is a required field. Select one of the following formats for Sage Construction Management PO COs:

    • Project # - PO CO Subject

    • Project # - Prime Contract # - PO CO # - PO CO Subject

    • Project # - Project Title - PO CO Subject

    • Project # - Project Title - Prime Contract # - Prime Contract Subject - PO CO # - PO CO Subject

    • Project Title - Prime Contract Subject - PO CO Subject
    Sage CM Bills

    This is a required field. Select one of the following formats for Sage Construction Management bills:

    • Project # - Bill Subject

    • Project # - Prime Contract # - Bill # - Bill Subject

    • Project # - Project Title - Bill Subject

    • Project # - Project Title - Prime Contract # - Prime Contract Subject - Bill # - Bill Subject

    • Project Title - Prime Contract Subject - Bill Subject
    Sage CM Subcontracts

    This is a required field. Select one of the following formats for Sage Construction Management subcontracts:

    • Project # - Subcontract # - Subcontract Subject

    • Project # - Prime Contract # - Subcontract # - Subcontract Subject

    • Project # - Project Title - Subcontract # - Subcontract Subject

    • Project # - Project Title - Prime Contract # - Prime Contract Subject - Subcontract # - Subcontract Subject

    • Project Title - Prime Contract Subject - Subcontract # - Subcontract Subject
    Sage CM SCOs

    This is a required field. Select one of the following formats for Sage Construction Management SCOs:

    • Project # - Subcontract # - Subcontract Subject

    • Project # - Prime Contract # - Subcontract # - Subcontract Subject

    • Project # - Project Title - Subcontract # - Subcontract Subject

    • Project # - Project Title - Prime Contract # - Prime Contract Subject - Subcontract # - Subcontract Subject

    • Project Title - Prime Contract Subject - Subcontract # - Subcontract Subject
    Sage CM Sub Invoices

    This is a required field. Select one of the following formats for Sage Construction Management SCOs:

    • Project # - Subcontract # - Subcontract Subject

    • Project # - Prime Contract # - Subcontract # - Subcontract Subject

    • Project # - Project Title - Subcontract # - Subcontract Subject

    • Project # - Project Title - Prime Contract # - Prime Contract Subject - Subcontract # - Subcontract Subject

    • Project Title - Prime Contract Subject - Subcontract # - Subcontract Subject

  4. Payment Terms in Sage Construction Management and Sage Intacct must be identical and linked one-to-one. Otherwise, there could be a discrepancy in the payment due date. In addition, Sage Intacctoffers a default payment term in the vendor profile form that will be used as a backup if a term is not specified on the Sage Construction Management bill or sub invoice. Learn more about creating payment terms in Sage Construction Management.

    Sage Construction Management payment term Required? Sage Intacct AP Payment Term
    Default Payment Term This is a required field. Select one of the transaction definitions that are available in the dropdown.
    • Due Upon Receipt
    • End of Month
    • Net in 10 Days from Bill Date
    • Net in 15 Days from Bill Date
    • Net in 20 Days from Bill Date
    • Net 20,1 pct dsct if paid in 10 days
    • Net in 30 Days from Bill Date
    • Net 30,1 pct dsct if paid in 10 days
    • Net 30,1 pct dsct if paid in 15 days
    • Net 30,2 pct dsct if paid in 10 days
    • Net in 45 days from bill date
    • Net in 90 days from bill date
    • Net on 10th of next month
    • Net on 15th of this month
    • Net on 1st of next month
    • Net on 5th of next month

     
    Net 10 Select one of the Sage Intacct transaction definitions that are available in the dropdown.
    Net 15 Select one of the Sage Intacct transaction definitions that are available in the dropdown.
    Net 20 Select one of the Sage Intacct transaction definitions that are available in the dropdown.
    Net 30 Select one of the Sage Intacct transaction definitions that are available in the dropdown.
    Net 45 Select one of the Sage Intacct transaction definitions that are available in the dropdown.
    Net 90 Select one of the Sage Intacct transaction definitions that are available in the dropdown.

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Posted December 12, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.