Misc. Expenses tab

You can now integrate miscellaneous expenses with Sage Intacct. Sage Construction Management provides options to specify whether the posting rules are selected according to the payment type, e.g., cash, Mastercard, etc., or according to the expense type, e.g., food, fuel, etc., for the employee and the vendor.Open the Misc Expenses tab and select Do you want to integrate Misc. Expenses with Sage Intacct?.

1. Open the Misc Expenses tab and select Do you want to integrate Misc. Expenses with Sage Intacct?.

2. Select the posting rules from the dropdown, e.g., Specify by Payment Type.

3. Select the First Day of Week, e.g., Monday, or Sunday, etc., or set the first day of the week to be the same as the one used in Sage Intacct.

4. Select the Grouping Method, e.g., Employee, Week & Project.

5. Select how to group miscellaneous expenses per report section from the dropdown, e.g., by Employee, Week & Project.

6. Select a SIC Expense Type from the available dropdown lists to map them with the Sage CM Expense Type.
7. In the Misc Expense Payment Type Linking Preferences section, select the SIC Default Payment Type.
8. For each Sage CM Payment Type, enter the corresponding SIC Payment Type.

9. Choose the Format foe the Expense Report Memo, e.g., Sage CM Misc. Expenses + - Employee Name.

10. Select how to post the expenses, e.g., as Draft or Submitted.

11. Set the linking preferences for the miscellaneous expense types, by selecting either to Use SIC GL Account or to Use SIC Expense Type.

12. Select the Default SIC Expense Type.

13. For each Sage CM Expense Type, select the SIC GL Expense Type and SIC GL Account No.

14. Click Save.