What's new in Sage Construction Management
On this page you can scan release highlights to get a quick understanding of what's new and review a list of all improvements organized by component.
The following enhancements have been added in the October 2024 release.
Improvements in the Accounting Link with Sage Intacct
Feature description | Go there |
When exporting bills, sub invoices, or prime invoices, Sage Construction Management now checks whether the tax codes referenced have a link set to a Sage Intacct tax item or tax schedule. | Tax code linking when exporting bills, sub invoices, and prime invoices |
Sage Intacct Cost Types are now linked to the available Cost Resources in Posting Preferences in Sage Construction Management. The Sage Intacct Cost Type mapping is used when querying Job To Date costs. | |
A new checkbox has been added in the Equipment tab to allow showing only equipment items that have timecards. | Show only equipment items with timecards |
An additional tip is now included to clarify which company to select for the Vendor Name. | Updates in the equipment timecards |
The checkbox in the Time Sheet tab has been replaced by a dropdown with the options to not post or import timecards, post Sage CM timecards to SIC, or retrieve SIC Project timesheets to Sage CM. | New option to import Sage Intacct project timesheets |
Sage Construction Management now allows you to select which Sage Intacct field to map for the employee's name when importing employees from Sage Intacct. |
New mapping options for importing employee names |
You can now search labor codes in the Labor Code Linking Preferences and sort the results display by clicking on the column headings. | Enhancements in Timesheet Posting Preferences |
When updating estimates or contracts through the Accounting Link for Sage Intacct, the system now checks if the project title or customer referenced in Sage Construction Management’s Prime Contract has changed. | Customer and project title update |
Browser Enhancements
Feature description | Go there |
The third-party Optical Character Recognition (OCR) service has now been replaced with Sage AI in Sage Construction Management. | Sage AI for Optical Character Recognition |
Sage AI for OCR Integration Security Enhancements manages authentication tokens for accessing Sage AI services and checks the format type, PDF or PNG, before uploading and processing documents. | Sage AI for OCR Integration Security Enhancements |
When importing costs for work orders, an option is now included enabling you to import Labor and Equipment timecard comments. | Include comments when importing costs for work orders |
The project currency is now locked after posting a prime contract in Sage Construction Management and can only be changed by administrators. | Project currency lock after posting prime contract |
Sage Construction Management introduces a new ERP JTD Cost Dashboard which includes a Financial Summary using Sage CM Prime Invoice Gross and ERP JTD Costs. | New ERP JTD Cost Dashboards and Detail Analytics |
In the Export Timecards of the HR module, a new option has been included in the Export dropdown, enabling you to select the ADP Workforce Now Format. | Additional export options in the HR Export Timecards |
A Kanban view of all leads grouped by Current Stage is now available in Sage Construction Management | Kanban view of leads |
In the bulk action for Job Cost Code Listing, an option was added allowing to enable removing previously assigned Owner Code Reference and the Workers Compensation Code Reference. | Enable removing the reference for Owner Code and Workers Compensation Code |
You can now save a negative percentage in the Global Markups General Information in the case of a discount. | Save negative percentage in estimates |
In case of switching accounting systems, you can now unlink a prime contract if you neglect to unlink active jobs before uninstalling the Accounting Link. | Unlink prime contracts after switching accounting systems |
Other browser improvements. | Other browser enhancements |
TeamLink
Feature description | Go there |
Various improvements in the TeamLink portal. | TeamLink portal |