Accounting integrations and access
Understanding Sage budgets, contracts, invoices, Receipts, and payments
What syncs with Sage depends on the mappings configured for your organization.
What syncs with Sage depends on the mappings configured for your organization.
Best for: Project accountants and administrators on Sage-connected projects · Outcome: Understand the baseline boundaries.
Sage can provide project estimates that become the Original Budget or later Budget Modifications. Prime Contracts, PCOs, AR invoices, subcontract invoices, bills, and GL cost may also flow according to configuration.
Executed Constructable Commitments and Change Orders can create Sage purchasing documents in configured outbound flows. Some of these flows are create-only by default, so later edits may require a deliberate accounting process.
Prime Change Orders are blocked for included Sage projects while the Budget has no line items. The Sage estimate commonly establishes those lines, but a valid manually configured Budget also meets this requirement.
The baseline Sage integration does not sync Payments. Record or reconcile Payments using your agreed project and accounting workflow rather than expecting them to arrive automatically.