Sage Intacct Construction - Client Data Collection

Complete all sections and submit for review.

Section 1 of 8

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

Entity Setup

Complete from Company Information

Entity ID

Entity Name

Federal ID

Legal Name

Legal Street 1

Legal Street 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

Upload your code listUpload your completed cost code list (Excel or CSV)

Upload File

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

Alabama

Alaska

Arizona

Arkansas

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

Do you charge equipment rates to jobs?

Timeline

Desired Go Live Date

System Users

First Name

Last Name

User Type

Unrestricted Business user/admin?

Find or add a user

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Export Progress

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

Close Export

Submit for Review

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Submission Successful

Your data is now pending review by an AskRichard administrator.

Save Changes?

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Close Save

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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Success!

The new main contact has been added successfully.

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.

First name

Last Name

Close Save

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Are you sure to discard user?

The discarded user wont’ be included into the Syncrhonization .

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Sage Intacct Construction - Client Data Collection

Company Information

Entity Setup

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