Sage Intacct Construction - Client Data Collection

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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

Entity 1

Complete from Company Information

Entity ID

Entity Name

Federal ID

Legal Name

Legal Address 1

Legal Address 2

City

State

ZIP Code

First Fiscal Month

First Tax Month

Locations

Location ID

Location Name

Entity ID

Departments

Department ID

Department Name

Project Types

Project Type

Cost Code Structure

Currently using work breakdown structure?

Start with a templateDon’t have a file? Download an industry standard template to get started

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

Integration Name

Currently Using

Going to Use Sage Intacct

N/A

File Uploads

Sample Reports

Upload File

Name file

Invoice Forms

Upload File

Name file

Operating States

All

State

Union?

Certified Payroll?

Current Payroll Software

Current HR Software

Current Timekeeping Software

Credit Cards

Do you have corporate credit cards?

Credit card management software

Interested in CC program for Sage Intacct?

Equipment

Do you charge equipment rates to jobs?

Project Forecasting

Interested in project forecasting tools?

Timeline

Desired Go Live Date

System Users

First Name

Last Name

User Type

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.

Unrestricted Business user/admin?

Find or add a user

1. Company Information

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

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

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

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?

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

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!

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Review & Submit

Define system users and implementation timeline.

1. Company Information

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

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

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

Departments

Department ID

OPS

Department Name

Operations

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

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

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?

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

michael.anderson@globalcommerce.com

User Type

Business

Unrestricted Business user/admin?

Yes

Export Progress

This will export your current progress as a downloadable file. You can import this data later to continue where you left off.

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Industry Standard Cost Code Templates

Download a standard template, customize it to your needs, and upload it to the previous screen.

NAHB Standard

National Association of Home Builders standard format

NAHB Standard

Add a Main Contact

Add a new main contact for this data collection

First name

Last Name

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The new main contact has been added successfully.

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Sage Intacct Construction - Client Data Collection

Company Information

Entity 1

Company Information

Entity Setup

Entity 1

No Entities Provided

Locations & Departments

No Locations Provided

No Deparments Provided

Project Configuration

No Project Types Provided

Integrations & Systems

No Custom Integrations Provided

Payroll & HR

Additional Information

Users & Timeline

No System Users Provided

Review & Submit

Company Information

Entity Setup

Entity 1

Locations & Departments

Project Configuration

Integrations & Systems

Payroll & HR

Additional Information

Users & Timeline

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