Setting up a standard database to use with Sage Intacct Construction

Before you can create an estimate for export to Sage Intacct Construction, you need to add the following Sage Estimating (SQL) information to your standard database:

Information required in the standard database
Window Fields
Standard Database window >
Job Cost Information
  • Job Cost system name (Select Intacct)
  • Default categories
  • Add cost types to items (optional)
Phase
  • Job cost phase
  • Unit description
Item
  • Job cost phase
  • Job cost categories
  • Qty to job cost
Addon
  • Allocatable
  • Selection and rate
  • Range
  • Job cost phase and category