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Update Payment Information

After project transactions have been posted from Sage Construction Management, accounting staff will need to process payments and deposits in Sage Intacct for these transactions. The Payment button within the Sync section will look at transactions from Vendor Bills, Subcontractor Invoices, and Prime Invoices (see below) that are less than 180 days old and report back to Sage Construction Management the payment or deposit status. This information will be shown in transaction detail forms and applicable financial dashboards.

Important: You have the option to retrieve transactions that go further than 180 days. Open the Accounting Link, select Posting > Advanced, click From, and select the transaction date needed.

Note: Payment information cannot be synchronized when switching accounting systems, as the ID values differ in each system.

Transaction Types

Exported Sage Construction Management Transaction	Sage Intacct Transaction Created	Sage Intacct Payment or Deposit
Bill	Bills	Payment via Check
Sub Invoice	Bill	Payment via Check
Prime Invoice	Invoice	Bank Deposit