Post Preferences - Accounts Payable (AP) Tab

Post AP Transaction Object Mapping

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

Sage Construction Management Commitments:

  • POs
    • If 'Create Post Rules based on PO Type' is checked then mapping by Type will also be shown.
  • Subcontracts
  • SCOs

Sage Construction Management Cost To Date Transactions:

  • Bills
    • Bills created from POs (eg. PO to Bill Wizard)
    • Bills entered manually and not tied to a PO
    • If 'Create Post Rules based on Bill Type' is checked then mapping by Type will also be shown.
  • Sub Invoices

Transaction Description/Memo Formatting

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

Cost Plus Billable Status

Sage Construction Management supports fixed lump sum, cost plus and unit price contracts with each having their own unique invoice process. For cost plus prime contracts, expenses and timecards marked billable can be imported into a prime contract invoice. Thus, setting billable status when exporting transactions to Sage Intacct is generally not necessary. However, if it is then below are how Sage Construction Management and Sage Intacct billable statuses are mapped.

  • Sage Construction Management Billable = Sage Intacct Billable
  • Sage Construction Management Unbillable = Sage Intacct Non-Billable
  • Sage Construction Management On-Hold = Sage Intacct Non-Billable

AP Payment Terms Linking Preferences

Payment Terms in Sage Construction Management and Sage Intacct should be identical and linked one-to-one. Otherewise, there could be a discrepancy in the payment due date. In addition, Sage Intacct offers a default payment term in the vendor profile form which will be used as a backup if a term is not specified on the Sage Construction Management Bill or Sub Invoice.