Audience: accountants and project managers. This page covers the ongoing monthly workflow once the integration is live.
Syncing the billing values from a Siteline pay app to Sage
In the Billing module, open the project and then the pay app from which you need to sync values.
Click on the button Sync invoice to Sage on the top right (or the Sync button 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. (e.g., Sage has 3 invoices, Siteline will generate invoice #4 in Sage.) 2. Click Sync to 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 the 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.
What the sync looks like in practice
The walkthrough below shows what Siteline ↔ Sage 100 sync looks like in practice — from project setup to invoice posting.
Please note: Field names may vary slightly depending on your Sage 100 configuration.
Importing a project from Sage 100
This is what a job looks like in Sage 100 before importing into Siteline:
These two screenshots show what the above project looks like when imported from Sage 100 into Siteline. To import a project, select New project on the homepage. In the modal box that pops up, select the project type, select the ERP you want to import the project from, and then search for your desired project in the search bar:
Importing the Schedule of Values
This is where we can import SOVs from Sage 100's 6-9 Proposals module:
Syncing an invoice back to Sage 100
These two screenshots show what an invoice looks like in Siteline before syncing over to Sage 100. To sync an invoice to Sage, click the Sync invoice to Sage button shown in the top right corner of the screenshot below:
This is what the invoice looks like in Sage 100 after syncing from Siteline:
Importing vendors
This is an example of what a vendor could look like in Sage 100 before importing to Siteline. To import a vendor, navigate to the Vendor module and select Add vendor in the top right corner:
This screenshot shows what that vendor looks like after importing in Siteline:
