In the video library
Video Library
Construction
Construction projects
Construction projects and the work breakdown structure
Introduces projects and their work breakdown structure in Sage Intacct Construction.
Construction projects
An overview of Sage Intacct Contruction projects and how the information is laid out.
Establish the project work breakdown structure
Shows how to specify the work breakdown structure for a Construction project.
Standard tasks
Examines the kind of information that is stored on a standard task.
Standard cost types
Examines the kind of information that is stored on a standard cost type.
Add a custom project task
Shows how to set up a custom task only used on a specific project.
Construction project estimates
An overview of Sage Intacct Construction project estimates.
Integrate project estimates with GL budgets
Shows how to set up a project estimate to post amounts to GL budgets.
Commitments
Commitments workflow overview
An overview of the workflow for managing subcontracts and purchase orders.
Create a new commitment
Shows how to create a purchasing order related to a project (subcontract or PO).
Record the commitment entry lines
Shows how to record the entry lines of a purchase order (subcontract or PO).
Create commitment-related vendor bills
Shows how to create a vendor bill for a commitment.
Joint checks
Learn how to pay Accounts Payable bills with checks issued to joint payees.
Convert multiple Purchasing documents into a single transaction
Shows how to convert lines from different orders and combine them into one invoice.
Secondary vendors and joint payees
Shows the workflow for managing secondary vendors and joint payees for commitments.
Project contracts
Working with construction contracts in Sage Intacct
On overview of the different ways for setting up common types of construction contracts.
A tour of project contracts
An overview of project contracts and how the information is laid out in Sage Intacct.
Set up project contracts
Shows how to set up a project contract.
Add project contract lines
Shows how to add project contract lines.
Streamline the project contract setup process
Shows how to duplicate project contracts and project contract lines, and what information is copied.
Set up project contract lines for progress billing
Shows how to add project contract lines which will be progress billed.
Record project contract line entries to establish the line price
Shows how to record project contract line entries to establish the price of a project contract line.
Record progress billing for project contracts
Shows how to use the Generate Invoices task to progress bill the project contract lines.
Set up billing rate tables
Shows how to set up rate tables to mark up costs for project contract lines that will be billed by time and materials.
Set up project contract lines for time and materials billing
Shows how to add project contract lines which will be billed by time and materials.
Link a project contract line to cost codes
Shows how to perform the linking process which is required for time and materials project contract lines.
Create time and materials billing for project contracts
Shows how to bill time and materials with the Generate invoices task.
Retainage
Retainage overview
Learn how retainage is tracked in Sage Intacct.
Release retainage in project contract billing
Shows how to bill release retainage and work completed together on the same invoice for project contracts.
Release retainage in Accounts Payable
Shows how to release retainage to Accounts Payable.
Release retainage in Accounts Receivable
Shows how to release retainage from construction contract billing invoices.
Change management
Change management overview
An overview of the change management tools and the general workflow.
Record change request information
Illustrates how to complete information in the change request header.
Record change request entry lines
Illustrates how to record the details of cost and price changes for a change request.
Add change requests to a project change order
Explains how to link change requests to a project change order to revise the project contract price.
Copy a project change order into an OE change order
Shows how to create an Order Entry change order by copying from a project change order.
Create Order Entry change orders
Shows how to create a new Order Entry change order document to revise the price of the original order.
Create commitment change orders
Shows how to create a Purchasing change order document to revise the original commitment price.
Vendor compliance
Vendor compliance management overview
An overview of how vendor compliance works and the setup steps needed.
Set up compliance definitions and types
Learn how to set up compliance definitions and types for monitoring vendor documents that you track.
Manage vendor compliance
Shows how to create vendor compliance records and how you're notified of non-compliant vendors when paying bills.
Lien waiver overview
An overview of lien waivers and how they work in Sage Intacct.
Lien waivers: Set up compliance definitions and type
Shows how to set up compliance definitions and types for lien waivers.
Manage lien waivers
Shows how to manage lien waiver compliance records.
