Review Data Collection

Review, edit, and approve the data submitted by the Deployment Lead.
Section 1 of 9
13%
1. Company Information
2. Entity Setup
3. Locations & Departments
4. Project Configuration
5. Integrations & Systems
6. Payroll & HR
7. Additional Information
8. Users & Timeline
9. Review & Submit
Back to Review & Submit

Company Information

Verify and update core company info.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Acceptable image types are GIF, JPEG, or PNG format that do not exceed 5K. The logo should not be larger than 3.0" wide by 0.6" high (216 pixels x 43 pixels) to display logo clearly.
Upload Logo
 Identifies the contact(s) who will receive billing, renewal, and administrative communications. Required for internal administrative purposes.
Add private notes for this section. These notes are only visible to admins.

Entity 1

Complete from Company Information
Add private notes for this section. These notes are only visible to admins.
Locations
Departments
Add private notes for this section. These notes are only visible to admins.
Project Types
Cost Code Structure
1
Add private notes for this section. These notes are only visible to admins.
Pre-defined Integrations
Currently Using
Going to Use Sage Intacct
N/A
Currently Using
Going to Use Sage Intacct
N/A
Currently Using
Going to Use Sage Intacct
N/A
Currently Using
Going to Use Sage Intacct
N/A
Currently Using
Going to Use Sage Intacct
N/A
Custom Integrations
Currently Using
Going to Use Sage Intacct
N/A
File Uploads
Upload File
Name file
Upload File
Name file
Add private notes for this section. These notes are only visible to admins.
Operating States
All
State
Add private notes for this section. These notes are only visible to admins.
Credit Cards
Equipment
Project Forecasting
Add private notes for this section. These notes are only visible to admins.
Timeline
System Users
Business: Access to all modules based on permissions + optional admin privileges (if given).
‍Employee: View dashboards, reports, and data. Create/edit timesheets, expenses, and requisitions. Approve timesheets, expenses, bills, and purchasing transactions.
‍Construction Manager (Construction subscription required): Full construction access, including project invoicing and Construction Management. Includes all Project Manager rights.
Project Manager (Projects subscription required): Includes all Employee rights, plus project and task access, staff timesheets, and purchasing approvals.
Add private notes for this section. These notes are only visible to admins.
1. Company Information
Edit
Back to Review & Submit

Company Information

Verify and update core company info.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Company Name
Enter your company name
Company Logo
company-logo.npg
Billing Street
Enter your address
Billing Street 2
Enter your address
Billing City
Enter your city
Billing State
Enter your State
Biling Code/Zip
Enter your code
Billing Country
Select your country
Main Contact
Select admins...
Business Type
e.g., GC, HVAC, Electrical
Number of Employees
10
Annual Revenue
$
Multiple Companies?
Select...
Legacy ERP System
Enter your Legacy ERP System
2. Entity Setup
Edit
Back to Review & Submit

Entity Setup

Define legal entity structure for multi-entity (multi-company) configuration.
Planning Session
This data will be reviewed and finalized during your Planning Session.

Entity 1

Entity ID
GC
Entity Name
Global Commerce
Federal ID
12-3456789
Legal Name
Global Commerce Solutions, Inc.
Legal Address 1
123 Market Street
Legal Address 2
Suite 500
City
San Francisco
State
Select State...
ZIP Code
6721
First Fiscal Month
Select month...
First Tax Month
January

No Entities Provided

No entities have been added yet.

Agenda & Objective
3. Locations & Departments
Edit
Back to Review & Submit

Locations & Departments

Define your organizational structure.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Locations
Location ID
DC-SF
Location Name
Distribution Center
Entity ID
GC

No Locations Provided

No locations have been added yet.

Agenda & Objective
Departments
Department ID
OPS
Department Name
Operations

No Deparments Provided

No departments have been added yet.

Agenda & Objective
4. Project Configuration
Edit
Back to Review & Submit

Project Configuration

Provide project types and cost code structure.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Project Types
Project Type
Commercial

No Project Types Provided

No project types have been added yet.

Agenda & Objective
Cost Code Structure
Cost Code Structure
Yes
5. Integrations & Systems
Edit
Back to Review & Submit

Integrations & Systems

Configure system integrations and upload required documents.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Pre-defined Integrations
Procore
Currently Using
Going to Use Sage Intacct
N/A
SFO (Sage Field Operations)
Currently Using
Going to Use Sage Intacct
N/A
Sage Paperless
Currently Using
Going to Use Sage Intacct
N/A
Sage Estimating
Currently Using
Going to Use Sage Intacct
N/A
Sage Real Estate
Currently Using
Going to Use Sage Intacct
N/A
Custom Integrations
Procore
Currently Using
Going to Use Sage Intacct
N/A

No Custom Integrations Provided

No custom integrations have been added yet.

Agenda & Objective
File Uploads
Company Logo
Logo.jpg
Sample Reports
Reports.pdf
Invoice Forms
Invoice 12.pdf
6. Payroll & HR
Edit
Back to Review & Submit

Payroll & HR

Configure system integrations and upload required documents.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Operating States
All
State
Union?
Yes
Certified Payroll?
Yes
Current Payroll Software
Gusto
Current HR Software
BambooHR
Current Timekeeping Software
Deputy
7. Additional Information
Edit
Back to Review & Submit

Additional Information

Provide additional operational details.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Credit Cards
Do you have corporate credit cards?
Yes
Credit card management software
Ramp
Interested in CC program for Sage Intacct?
Yes
Equipment
Do you charge equipment rates to jobs?
Yes
Project Forecasting
Do you charge equipment rates to jobs?
No
8. Users & Timeline
Edit
Back to Review & Submit

Users & Timeline

Define system users and implementation timeline.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Timeline
Desired Go Live Date
12/12/2025
System Users
First Name
Michael
Last Name
Anderson
Email
michael.anderson@globalcommerce.com
User Type
Business
Unrestricted Business user/admin?
Yes

No System Users Provided

No system users have been added yet.

Agenda & Objective
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Send Feedback
Provide feedback for the user regarding their data submission.
Feedback
Cancel
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Processing...
Approve & Send to
Sage Intacct
Cancel
Success!
Done
Are you sure to discard user?
Cancel
Sync Failed
Observation Sent
Your observation has been sent to the client  successfully
Are you sure you
want to quit?
Cancel
Submission Successful
close
Add a Main Contact
Add a new main contact for this data collection
Close
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Success!
Done
Add a Sage Admin
Add a new sage admin for this data collection
Designates the contact(s) who will receive billing, renewal, and administrative communications. Required for internal administrative purposes.
CloseSave
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Error message
Success Message

We'll be back soon!

AskRichard is undergoing scheduled maintenance on Thursday, August 21, starting at 9:00 PM CT.We expect to be back online by 10:00 PM CT.

If you have an urgent issue, please open a ticket at help.bangertinc.com.

Thanks for your patience!