Sage Construction Management Data Setup Suggestions

Below are settings within Sage Construction Management that can impact how data is posted between the two systems.


Locking Transactions in Sage Construction Management After Export

To avoid discrepancies between the two systems, Sage Construction Management transactions can be locked automatically after they have been exported to Sage Intacct.

Security Setting in Sage Construction Management: Settings > Company Settings > Global Settings > Transaction Locking


Export Rules For PO and Bill Types

Adding PO and Bill Types in Sage Construction Management: Settings > Features Settings > Procurement

Setting Export Rules within AccountingLink: Posting Preferences


Sage Construction Management Project Cost Codes

Sage Construction Management Project Cost Codes or Internal Division Codes should match Master Cost Codes in Sage Intacct.

In Sage Construction Management, use AccountingLink to set up your posting preferences.

  1. In Sage Construction Management, go to AccountingLink.

  2. Select Posting preferences.

    • On the Contact management tab, select how you want to manage updates to contact records.

      For more information, see Contact Management tab.

    • On the Resources and Dimensions tab, specify how to handle mapping for entities, cost resource types, and so forth.

      For more information, see Resource and dimensions tab.

    • On the Accounts Payable tab, select default transaction definitions for AP transactions, specify what should appear in reference fields and line item memos, and so forth.

      For more information, see Accounts Payable tab.

    • On the Accounts Receivable tab, select transaction definitions for AR transactions, specify what should appear in reference fields and line item memos, and so forth.

      For more information, see Accounts Receivable tab.

    • On the Job to Date tab, select a batch date preference and the general ledger accounts that should be queried for job-to-date costs.

      For more information, see Job to date tab.

    • On the Tax codes tab, map Sage Construction Management tax codes to the related items in Sage Intacct. For more information, see Set up tax code mapping.