Video Library

2:59

Construction projects and the work breakdown structure

Introduces projects and their work breakdown structure in Sage Intacct Construction.

5:07

Construction projects

An overview of Sage Intacct Contruction projects and how the information is laid out.

3:37

Establish the project work breakdown structure

Shows how to specify the work breakdown structure for a Construction project.

1:45

Standard tasks

Examines the kind of information that is stored on a standard task.

1:55

Standard cost types

Examines the kind of information that is stored on a standard cost type.

2:34

Add a custom project task

Shows how to set up a custom task only used on a specific project.

5:14

Construction project estimates

An overview of Sage Intacct Construction project estimates.

3:10

Integrate project estimates with GL budgets

Shows how to set up a project estimate to post amounts to GL budgets.

1:58

Commitments workflow overview

An overview of the workflow for managing subcontracts and purchase orders.

3:52

Create a new commitment

Shows how to create a purchasing order related to a project (subcontract or PO).

6:59

Record the commitment entry lines

Shows how to record the entry lines of a purchase order (subcontract or PO).

5:01

Create commitment-related vendor bills

Shows how to create a vendor bill for a commitment.

8:19

Joint checks

Learn how to pay Accounts Payable bills with checks issued to joint payees.

6:13

Convert multiple Purchasing documents into a single transaction

Shows how to convert lines from different orders and combine them into one invoice.

4:11

Secondary vendors and joint payees

Shows the workflow for managing secondary vendors and joint payees for commitments.

2:47

Working with construction contracts in Sage Intacct

On overview of the different ways for setting up common types of construction contracts.

3:54

A tour of project contracts

An overview of project contracts and how the information is laid out in Sage Intacct.

3:38

Set up project contracts

Shows how to set up a project contract.

5:04

Add project contract lines

Shows how to add project contract lines.

7:03

Streamline the project contract setup process

Shows how to duplicate project contracts and project contract lines, and what information is copied.

3:35

Set up project contract lines for progress billing

Shows how to add project contract lines which will be progress billed.

3:01

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.

6:07

Record progress billing for project contracts

Shows how to use the Generate Invoices task to progress bill the project contract lines.

4:13

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.

7:19

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.

3:27

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.

9:42

Create time and materials billing for project contracts

Shows how to bill time and materials with the Generate invoices task.

2:24

Retainage overview

Learn how retainage is tracked in Sage Intacct.

6:59

Release retainage in project contract billing

Shows how to bill release retainage and work completed together on the same invoice for project contracts.

6:03

Release retainage in Accounts Payable

Shows how to release retainage to Accounts Payable.

6:31

Release retainage in Accounts Receivable

Shows how to release retainage from construction contract billing invoices.

2:38

Change management overview

An overview of the change management tools and the general workflow.

5:28

Record change request information

Illustrates how to complete information in the change request header.

4:46

Record change request entry lines

Illustrates how to record the details of cost and price changes for a change request.

6:16

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.

4:54

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.

5:33

Create Order Entry change orders

Shows how to create a new Order Entry change order document to revise the price of the original order.

4:56

Create commitment change orders

Shows how to create a Purchasing change order document to revise the original commitment price.

4:01

Vendor compliance management overview

An overview of how vendor compliance works and the setup steps needed.

3:57

Set up compliance definitions and types

Learn how to set up compliance definitions and types for monitoring vendor documents that you track.

3:50

Manage vendor compliance

Shows how to create vendor compliance records and how you're notified of non-compliant vendors when paying bills.

2:26

Lien waiver overview

An overview of lien waivers and how they work in Sage Intacct.

5:27

Lien waivers: Set up compliance definitions and type

Shows how to set up compliance definitions and types for lien waivers.

5:40

Manage lien waivers

Shows how to manage lien waiver compliance records.