Welcome to Sage Intacct Construction!

The following courses provide a basic working knowledge of Sage Intacct.

• Getting started with Sage Intacct teaches you how to navigate in Sage Intacct, personalize your workspace, and understand how dimensions streamline your chart of accounts.

• Sage Intacct Fundamentals teach you how to perform common accounting procedures, such as entering bills and invoices and running standard reports.

  Select the course for your location.

  • Sage Intacct Fundamentals (NA—if you're operating in the US or Canada) 

  • Sage Intacct Fundamentals (UK—if you're operating in the UK, Australia, or South Africa)

Sage University provides learning paths that are designed for specific areas of Sage Intacct, including Construction.

• Construction (for project managers)

• Accounts Payable specialist

• Accounts Receivable specialist

For more information, review the Sage Intacct learning paths.

The Sage Intacct community is an online forum where you can: 

• Connect with colleagues as part of a community and Join a meetup.
• Search knowledge-base articles that address common questions, issues, and troubleshooting solutions.
• Post questions to the community and provide answers for posted questions, strengthening the community.

To learn more, visit The Sage Community.

In the rare instance that you’re unable to find the answers you need in the Help Center or the Sage Intacct Community, you can reach out to Support. Here are some useful links:

• How to Get Support.
• How to Contact your Sage Intacct account manager.
• Before calling Support, open a support case online so that your call can be routed to the right experts. For more information, see Contact customer support.

For more information, see Designated support user resources.

Learn how to navigate Sage Intacct, become familiar with projects, tasks, workflows, and reporting with these Sage University courses:

• Getting started with Sage Intacct
• Getting started with Projects
• Creating projects and project estimates in Sage Intacct Construction

To learn more, go to Construction versus Sage Intacct terminology.

The construction industry uses specific terminology that can differ from Sage Intacct terminology. You can change Sage Intacct terminology to match Construction industry terms.

To learn more, see Construction versus Sage Intacct terminology.

• Projects and Work Breakdown Structure (WBS): Organize by project, task, and cost-type dimensions. This hierarchy drives budgeting, cost tracking, billing, and reporting.
• Project estimates: Approximate and track project costs, then compare the actual costs against the estimates.
• Construction project contracts: Manage customer contracts, progress billing, retainage, and invoicing.
• Lien wavers: Generate lien waivers associated with an AP (Accounts Payable) bill or an AP payment for a commitment (Purchase Order).
• Invoicing: Generate invoices for billable transactions related to Construction projects.
• Committed costs: Reserve project costs with purchase orders and subcontracts before invoices arrive.
• Change management: Capture, record, and track planned and unexpected project changes.
• Retainage: Track and manage construction contracts and cash flow.
• WIP (Work in Progress): Track project progress, revenue recognition, overbilling, and underbilling. WIP is one of the most important construction accounting processes.

Sage Intacct Construction uses dimensions to track transactions and other data to enhance flexibility and reporting analytics. For information on how dimensions work, see Dimensions overview and Dimension FAQs.

You can use any of the following Sage Intacct standard dimensions:

• Affiliate entity (with multi-entity environment and subscription to Consolidation)

• Asset (with subscription Fixed Assets Management)

• Class

• Contract (with a subscription to Contracts)

• Cost type (dependent on Project and Task dimensions and a subscription to Construction)

• Customer

• Department

• Employee

• Item

• Location

• Project (basic or with a subscription to Project applications)

• Task (dependent on Project dimension and a subscription to Projects)

• Vendor

• Warehouse (with a subscription to Inventory)

Sage Intacct Construction offers a variety of reporting tools. You can choose from standard application reports, prebuilt library reports, custom reports, Interactive Custom Report Writer (ICRW) reports, and Interactive Visual Explorer (IVE) reports and charts.

To learn more, see Construction reporting solutions.

A major advantage of Sage Intacct Construction is automation. You can reduce manual work and enforce financial controls with the following tools:

• Smart Rules
• Smart Events
• AP Automation
• Automated WIP relief
• Automated report delivery