What's new in Sage Construction Management
The following enhancements have been added in the September 2024 release.
Improvements in the Accounting Link with Sage Intacct
Integrate Labor Timecards
You can now integrate labor timecards with Sage Intacct. Sage Construction Management includes options for selecting the right data source for the project’s timesheet fields. You can select the required time types for Sage Intacct, such as overtime, double time, etc. using the Payroll Item Linking Preferences, or select to use the ones set from the Labor Resource Mapping section in General Preferences. You can also specify all Sage Construction Management labor codes in Sage Intacct.
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Open the Accounting Link and click Posting Preferences.
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Open the Time Sheet tab and select Do you want to integrate Labor Timecards with Sage Intacct?.
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Select the appropriate values and click Save.
To set the payroll item’s linking preferences in Sage Intacct for the time types, e.g., overtime, double time, holiday pay, etc., click Payroll Item Linking Preferences.
If you previously selected to specify the Labor Class, Labor Shift, Labor Union and Employee Position, click Labor Code Linking Preferences to set the codes for Sage Intacct.
Integrate Equipment Timecards
You can now integrate Equipment Timecards with Sage Intacct. Sage Construction Management provides options to set the following Equipment Timecard Fields:
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Purchasing Transaction Definition: The type of the purchasing transaction, e.g., Purchase Order, change PO, PO with Tax, etc.
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Vendor Name: The vendor name from the dropdown.
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Cost Rate: The Sage Construction Management cost rate or zero rate.
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Equipment Timecard Hours: RT, IT, or DT hours.
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Aggregate Equipment Timecard: When the Timecard should be aggregated, e.g., per week, per date, etc.
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Line Item Description: The fields included in the line item description, e.g., Timecard date, Equipment code, etc.
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Open the Accounting Link and click Posting Preferences.
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Open the Equipment tab and select Do you want to integrate Equipment Timecards with Sage Intacct?.
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Select the appropriate values and click Save.
Click Equipment Item Linking Preferences to specify the needed item linking preferences for Sage Intacct.
Integrate Miscellaneous Expenses
You can now integrate miscellaneous expenses with Sage Intacct. Sage Construction Management provides options to specify whether the posting rules are selected according to the payment type, e.g., cash, Mastercard, etc., or according to the expense type, e.g., food, fuel, etc., for the employee and the vendor.
You can also set the First Day of the Week and select how to group miscellaneous expenses per report section, e.g., by employee, week, and project.
You can set the linking preferences for the miscellaneous expense types, by selecting the Sage Intacct GL Expense Type or Account No for each Sage CM Expense Type.
You can also select whether to post expenses as Draft or Submitted.
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Open the Accounting Link and click Posting Preferences.
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Open the Misc Expenses tab and select Do you want to integrate Misc. Expenses with Sage Intacct?.
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Select the appropriate values and click Save.
Enhancements in posting and importing Vendors
This release introduces various enhancements in posting Vendors from Sage Construction Management to Sage Intacct and importing Vendors to Sage Construction Management from Sage Intacct:
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When importing Vendors from Sage Intacct, the Payment Term is also imported into Sage Construction Management.
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When synchronizing linked Vendors, the Payment Term is also imported into Sage Construction Management if not available.
- When posting Vendors to Sage Intacct, the mapped Payment Term from the Posting Preferences is also posted if available. If not mapped, the Payment Term is not synchronized.
Post or repost prime contract information
You can now post information of new prime contracts to Sage Intacct. In the Prime Contract, click Actions and select Post to Sage Intacct.
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You can also repost information about existing prime contracts that have already been posted to Sage Intacct.
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In the Prime Contract, click Actions and select Re Post to Sage Intacct.
Other improvements in the Accounting Link with Sage Intacct
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After transactions are sent to Sage Intacct, the tax amounts are pulled from Sage Intacct into Sage Construction Management for bills, subcontracts, sub invoices, prime invoices, SCOs, and POs.
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When posting to existing estimates or contracts in Sage Intacct, the option Update Existing or Add New Items is now selected by default as reposts usually come with changes to estimates and contracts. Previously, the option Do Nothing was selected by default.
TeamLink enhancements
The following enhancements have been made in the TeamLink application:
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A user consent tracking page has been included.
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All email templates have been updated to include the words "DO NOT FORWARD" next to the TeamLink Portal link.
Contract administration
New columns and filters for Owner Codes in Prime Contract Invoices (AHA! – SAGECM-39)
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A new column now displays in the Original Contract and Approved CO Item Details page of the Prime Contract Invoice including the Owner Codes if they exist. You can also use two new filters to filter for a Job Cost Code or an Owner Code.
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A new column now displays in the Cost Plus Items page of the Prime Contract Invoice including the Owner Codes if they exist. Two new filters are also introduced, enabling you to filter for job cost codes and owner codes.
A new column now displays in the Invoiced Unit Price Items page of the Prime Contract Invoice including the Owner Codes if they exist. Two new filters are also introduced, enabling you to filter for job cost codes and owner codes.
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A new column now displays in the Release Retainage page of the Prime Contract Invoice including the Owner Codes if they exist. A new filter enables filtering for owner codes.
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A new column now displays in the Cash Flow Summary of the Prime Contract Invoice including the Owner Codes if they exist. Also, a new filter enables filtering for owner codes.
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A new column now displays in the Summary by Job Cost Code of the Prime Contract Invoice including the Owner Codes if they exist. Also, a new filter enables filtering for owner codes.
Other contract administration improvements
You can now edit estimated and actual dates on prime and subcontract forms. By default, actual dates for prime contracts, subcontracts, and cannot be modified after the contract has been approved or locked.
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New options to add or remove references in bulk have been added in the Bulk Action selection page for Job Cost Codes:
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Add or remove Owner Code Reference
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Add or remove Workers Compensation Code Reference
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Add or remove AP Tax Code Reference
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Add or remove AR Tax Code Reference
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Select Job Cost Code Listing > Choose Bulk Action and check the required boxes.
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You can now add Owner Codes in bulk (AHA! – SAGECM-40.) In the Owner Cost Codes List, click Bulk Action Options, and select Reset Owner Code Order, or Delete.
Updates in Analytics
This release introduces analytics for the V3 Transaction History API, as well as several reports for ERP Job To Date Costs:
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Analytics - Contract, Invoice and ERP Job To Date Costs
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Sage CM Cost Budgets / Commitments / Gross Cost at Completion vs ERP Job To Date Costs
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Detailed Summary with ERP JTD Costs
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Financial Summary using Sage CM Prime Inv Totals and ERP JTD Costs
Improvements in the mobile applications
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Equipment descriptions are now shown in the Crew Timecard Add wizard of the mobile application.
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Photos uploaded by the Android mobile application now show the thumbnails with the correct orientation.
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Users cannot abandon the workflow on PO Bills that have been exported to Accounting from the Sage Construction Management Mobile application.
Other improvements
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A slider has been added to shrink the left and right sides of the Scheduling Gantt.
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A warning message is now sent to administrators once their account gets to 29 days from expiring.
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API names have been updated from Corecon to Sage Construction Management.
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An "IsCC" field was added to Journal, RFI, and Submittal Respondent views (AHA! – SAGECM-17.)