Required fields

The following fields must be set to successfully post to Sage Intacct.

General Preferences

Project Preferences

• Entity Mapping logic

• Create Prime Contract as Sub-Project

• Default Entity or when no match

Cost Resource Type Mapping for Posting Sage CM Transactions

• Materials

• Labor

• Equipment

• Subcontract

• Other

Class Mapping

• Class Mapping Logic

• Default Class when no match

• Sage CM Project Classification Type

Department Mapping

• Default Department when no match

Cost Code and Contract Item Formats

• Cost Code

• Contract Items

• Job Cost Code Division

• Job Cost Code Major

• Owner Code

Employee Import Mapping

• Employee Name Mapping

AP

Post AP Transaction Object Mapping

• Sage CM POs

• Sage CM Subcontracts

• Sage CM SCOs

• Sage CM Bills from POs

• Sage CM Bills not from POs

• Sage CM Sub Invoices

Post AP Transaction Reference Format

• Sage CM POs

• Sage CM Subcontracts

• Sage CM SCOs

• Sage CM Bills

• Sage CM Sub Invoices

Post AP Transaction Message and Line Item Memo Format

• Sage CM POs

• Sage CM Subcontracts

• Sage CM SCOs

• Sage CM Bills

• Sage CM Sub Invoices

AP Payment Terms Linking Preferences

• Default Payment Term

AR

Contract Mapping

• Revenue GL Account

• Default Line Item ID

Post AR Transaction Object Mapping

• Default Sage CM Prime Invoices

• Fixed Lump Sum Prime Invoices

• Cost Plus without GMP Prime Invoices

• Cost Plus with GMP Prime Invoices

• Unit Price with Billed Quantities Prime Invoices

Post CO Description and Prime Invoice Message Format

• Sage CM CO Description

• Sage CM Prime Invoice Description

AR Payment Terms Linking Preferences

• Default Payment Term

Time Sheet

• Post or Import Labor Timecards

Data Source For Project Timesheet Fields

• First Day of Week

• Cost Type

• Labor Class

• Labor Shift

• Labor Union

• Employee Position

• Post Timecards

• Timecard Comments

• Sage CM Timecard Comments

• Cost Rate

• Bill Rate

• Timecard Date

Equipment

• Purchasing Transaction Definition

• Purchasing Transaction Definition

• Vendor Name

• Rented Equipment Cost Rate

• Owned Equipment Cost Rate

• Equipment Timecard Hours

• Aggregate Equipment Timecard

Misc. Expenses

Employee Misc Expense To Be Posted

• Filter Criteria

Post Misc Expenses As (SIC Status)

• Post Expenses As

Misc Expense Type Linking and Default GL Account Numbers

• Map Sage CM Expense Type

• Default GL Account

Misc Expense Payment Type Linking Preferences

• Default SIC Payment Type

Expense Report Memo Format

• Expense Report Memo Format