Preview and update contract line Item IDs and revenue accounts before posting a prime contract

You can now review and update Item IDs and General Ledger (GL) revenue accounts for individual contract lines before posting a prime contract in the AccountingLink for Sage Intacct.

Details

A new option enables you to preview item IDs and GL revenue accounts for contract lines before posting a prime contract to Sage Intacct. You can make changes to the default values that are populated from the Posting Preferences, as needed.

How it works

1. Go to Accounting Link.

2. Select Projects, Estimates & Contracts > Post or Manually Link Project, Estimate and Contract.
3. Select an item to repost.
4. Select Yes for Specify Item ID and GL Revenue Account per Contract Line before Posting.
5. Review the contract line grid that includes the Line ID, Line Name, Item ID, Cost Code, GL Revenue Account, Retainage %, and Original Price.
   
   The default Item IDs and GL Revenue Accounts that display are set in Posting Preferences > AR.
   
   
6. Select Apply Changes to select an Item ID and/or GL Revenue Account.