Sage Construction Management data setup suggestions

Configure the posting preferences in Sage Construction Management that can impact how data is posted between the two systems.

1. In Sage Construction Management, go to Accounting Link.

2. Select Posting Preferences and configure the following settings:

   • On the Contact Management tab, select how you want to manage updates to contact records.

   • On the Resource Types and Cost Codes tab, specify how to map cost resource types and cost codes.

   • On the Accounts Payable (AP) tab, select default transaction definitions for AP transactions, specify what should appear in reference fields and line item memos, and so forth.

   • On the Accounts Receivable (AR) tab, select the Default Revenue Account for change orders (COs) and prime invoices.

   • On the Time Sheet tab, select the right data source for the project's timesheet fields.

   • On the Job to Date tab, select a batch date preference and the general ledger accounts that should be queried for job-to-date costs.

   • On the Tax Codes tab, map Sage Construction Management tax codes to the related items in Sage 100 Contractor.