With Siteline's Sage 100 Contractor integration, you'll be able to onboard projects and sync your pay apps back to the ERP. Below are some helpful tips on how to use the integration.
Video guide
Syncing the billing values from a Siteline pay app to Sage
In the
Billingmodule, open the project and then pay app from which you need to sync values.Click on the button
Sync invoice to Sageon the top right (or theSyncbutton if there are multiple integrations on this project).A window will open confirming the amount to be sent to Sage, the dates you want to post the invoice for, and the income account you want to use for this invoice. "Use latest invoice code from Sage" means that Siteline will attempt to take the latest invoice number from Sage and choose the next chronological number. (ex: Sage invoice has 3 invoices, Siteline will generate 4 in Sage)
Click
Syncto send this to Sage.
Once the sync is complete, Sage will be updated with the latest billing values.
Note: The posting period in Sage is automatically determined by Sage based on the current period that it is in. For example, if Sage is currently in the period of April 2023 and you sync an invoice from December 2022 on May 8, 2023, the posting period will show up as April 2023 (and not December 2022 nor May 2023). In order to post to an older period, you need to change the current open period in Sage to a past one, sync the invoice, and then change back to present day.
Notes on Sage 100 Contractor integration
This integration does not support syncing retention-only pay apps at this time. Those invoices will still need to be entered directly into Sage.
When new data is entered into Sage, like an approved change order, it can take 5-10 minutes for that information to be made available for syncing to Siteline.