Post Preferences - Accounts Receivable (AR) Tab
Contract Mapping
A Revenue GL Account and Default Line Item ID is required when exporting prime contracts, change orders, and prime contract invoices.
Use the corresponding Sage Intacct contract type fields to map Sage Construction Management contract types to the project contract types in Sage Intacct.
| Construction Management contract type | Intacct contract type |
| Fixed Lump Sum | Fixed Price Contract |
| Cost Plus Without GMP | Backlog |
| Cost Plus With GMP | GMP Contract |
| Unit Price | Time and Materials Contract |
Post AR Transaction Object Mapping
Similar to AP, Sage Intacct has user-defined transaction definitions which contains the accounting rules, workflow settings, security settings, and other characteristics for a transaction. Each type of Sage Construction Management prime contract invoice (see below) can be mapped to a Sage Intacct transaction definition.
Type of Sage Construction Management Prime Contract Invoices:
| Sage Construction Management transaction | Sage Intacct transaction definition |
| Default Sage Prime Invoices | Project Contract Invoice |
| Fixed Lump Sum Prime Invoices | Project Contract Invoice |
| Cost Plus without GMP Prime Invoices* | Quick Bill Invoice |
| Cost Plus with Prime Invoices | Quick Bill Invoice |
| Unit Price with Billed Quantities Prime Invoices | Project Contract Invoice |
*Cost plus without GMP prime invoices should be mapped to a transaction definition that is setup for non-contract lines.
CO Approval Status Mapping
Select the approval status of change orders (CO) and change requests (CR) in Sage Intacct.
Line Item Memo Format
The description or memo field can be formatted for change orders (CO) and prime contract invoices.
AR Payment Terms Linking Preferences
Like AP, AR Payment Terms in Sage Construction Managementand Sage Intacct should be identical and linked one-to-one. Otherwise, there could be a discrepancy in the payment due date. In addition, Sage Intacct offers a default payment term in the customer profile form which will be used as a backup if a term is not specified on the Sage Construction Management prime contract invoice.