Sage Construction Management configuration
You can configure Sage Construction Management to define how data is synced between the two systems.
To avoid discrepancies between the two systems, you can configure Sage Construction Management to lock transactions automatically after they’ve been exported to Xero.
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Go to Settings (
) > Company settings > Global settings. -
In the General Settings section, select Lock Exported Transactions: Auto-lock exported transactions from the Transaction Locking dropdown.
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Select Save.
You can optionally add bill types in Sage Construction Management. Go to Settings () > Feature Settings > Procurement and select Add in the Bill Types section.
After bill types have been configured, set the corresponding export rules in the Sync Preferences section of AccountingLink to control how each bill type is handled during export to Xero.
Sales tax codes can be imported from Xero or added manually in Sage Construction Management. Ensure that the tax rates for each code are the same in both systems to avoid discrepancies when exporting transactions to Xero.
To add tax codes in Sage Construction Management, go to Settings > Feature Settings > Taxation.
To link tax codes in AccountingLink, go to the Sync Preferences and configure the appropriate mappings.
Project cost codes or internal division codes in Sage Construction Management must match the items in Xero.
The item code in Xero must match the cost code or division code in Sage Construction Management. The item name, purchases description, and sales description in Xero must match the cost code or division description in Sage Construction Management.