But you didn't say how to assign it to a particular approver.

When I do the bank rec my checks don't show under checks. I don't know why. Any ideas?

No structural flow, skips steps (because they already have their vendors and cards set up). The video is out of order in the beginning. Was super frustrating watching due to an unorganized flow.

Hi, Can i know the steps to download the General ledger report which i will be using to do the reconciliation with the same timeframe Bank report. We are passing Journal entries for debits like return settlement or chargebacks

Very helpful. Thank you so much!

What do you do if your alignment is slightly off-- can that be edited?

I need help Regenerating Electronic Payments, without having to void all payment selection

Add a video about changing the budget/outlook on a project when no change order is involve. So that you would have a report showing what you thought it would cost and have an idea of what the overruns impact will be at the end.

Why did the change in cash tie to the difference in cash balances BOY/EOY

Could I use 2 entry forms so that the sales reps selling machinery and those selling services have specific entry forms? Also, if I have mulpiple companies on Sage Intacct, could I use a specific entry form by company?

Thanks for sharing very educational

why the autoCC contra is not going away? is my first time reconciliation for credit card. The customer support is saying i have to do a journal entry to get rid of the entry, i disagree should be zero out initial balance and Auto Contra

Can you automate this using the bankfeed?

Kevin, let me know if you would like to present TogalAI at the 2025 Estimating Academy, we have one Speaker Slot still open. We may be able to get you in front of 50-60 people for 1.5 hours to demonstrate this AI enabled Estimating software on February 6, 2025

Does Sage support journal entry approval thresholds? For example, if a journal entry is below $50K, it’ll route to Person A but if it’s above $50K it’ll route routes to Person B?

What if I need to create a new category? I'm currently trying to have a Right of Use, Liability category on my balance sheet, but I'm not able to add an aditional quickstarty category in Sage.

How to void and close out the PO?

Great video! What if you want to import the list of submittals at the beginning of the project, and you don't have any dates for them yet. Is there a way to import them into Sage as place holders, so they are in the system when you are ready to act on them?

Thank you so much for sharing your experience and knowledge, great for people like me learning about Sage!

Like to know more about Pro Core

Sorry video is too fast .I don’t understood anything

Hi. Thank you for your videos. This is very helpful. I have a question. Is there way I can filter data based on calculated column. Let's say there is column A and Column B. I made calculated column C ( A-B). In the report, I just want to filter data above a certain value like C >= 10. I will see a report showing all the data where calculated column C is more than equal to 10... Can I achieve this in the custom report? Thank you.

Love your tutorials as someone managing accounting for a large construction company! Are there any AP automation software integrations you would recommend?

Can I have an excel sheet of it please

Thank you so much ; This is an excellent video to understand WIP report; could you please share which video has the journal entries for WIP?

Estimating what? No one even knows what you're talking about.

what a beast

Can you use this ti record payments made thru a vendors website? Just don't send txt file to the bank since the vendor will initiate the withdrawal?

Is there a way to add an attachment (i.e W9) to the Customer Statment template?

Is there a way to set timesheet start/end periods by date automatically so that when employees fill out their timesheet, they don't need to select a start date? As in - restrict timesheet entry to specific dates (two-weeks at a time with fixed start date for each period; if a timesheet was submitted for 8/18 - 8/31, the next timesheet would be for 9/1 - 9/14)? To avoid any dates that are duplicated and/or selecting the wrong start date?

does the user have to be a business user to create journal entries? or can an employee user do?

can an employee create JE? IF so how do I set that up?

Is there a way to match many to many where they match in total, but none of the individual amounts match?

Is it possible to enter the discounts manually?

Wish you would compare Sage Intacct to QuickBooks Online.

Very Helpful... Thanks!!

TLDR: Sage Intacct Construction provides a comprehensive and efficient system for generating time and material invoices, including linking job contracts to rate tables, reviewing project costs, applying markups, and easily generating, viewing, and emailing multiple invoices. 00:00 📝 Ensure that job contracts are linked to rate tables and have the correct setup for generating time and material invoices in Sage Intacct Construction. 01:17 📊 Review project costs and generate time and material invoices using project expense summary and billable cost reports in Sage Intacct Construction. 02:17 💡 Generate a T&M invoice in Sage Intacct Construction by selecting job contracts, choosing a template, and filling out invoice dates and billing details. 03:11 💡 Filter and generate a time and material invoice in Sage Intacct Construction, preview costs and markups, and submit the document for approval. 04:02 💼 Enter billing application number, review costs from employee expenses and accounts payable, and apply contract items to see markup in Sage Intacct Construction. 05:12 💡 Apply markup to contract lines, link items to material and subcontract, override billable amounts, review and create invoice for total amount. 06:30 📝 You can easily generate, view, print, and email multiple invoices at the same time in Sage Intacct Construction. 07:44 💡 Click "email" to pre-fill customer information, set up email templates for invoice, and generate an email; then run a report to view billed amounts and generate time and material billing in Intacct.

Your eyes are clear blue😍

TLDR: Construction accounting software is essential for contractors who are looking for a more efficient solution to manage multiple projects, job costing, project billings, and other essential features for their business. 00:00 🏗 Construction accounting software is useful for contractors who are outgrowing QuickBooks and need a more efficient solution for managing multiple projects and transitioning to larger jobs. 00:44 💡 Construction accounting software is useful for job costing, automatic allocation of expenses, materials, and time to a project, running project billings, and avoiding redundant data entry. 01:29 💡 Construction accounting software needs to be able to process retainage on subcontract and accounts receivable sides, as well as handle Union work, certified payroll, and governmental projects. 02:05 🏗 Construction accounting software is useful for managing workers' compensation and other aspects of construction projects. 02:16 🏗 Construction accounting software is useful for contractors because it provides specific automations, lien waivers, compliance tracking, and other essential features for their business.

The bad thing about this is it’s dated and not good for the current SAGE :(

What is he talking about???

when I clone a dashboard, I cannot change the new dashboard without it updating the original dashboard as well. How can I "ungroup" them into different reports when I change the settings on one?

I wish the company that I work for would move to 300 and leave 100 it is set up wrong and doesn't work right

Hi, I wanted to know if I cloud use excel to load to sage? If we could do multiple involves all at once

why is there two statues when adding a project?

TLDR: Modernizing your construction accounting software is essential for staying competitive, attracting top talent, and improving efficiency in your business operations. 00:00 🔧 Modernize your construction accounting software for specialized system needs and owner requirements. 00:36 💡 You need to modernize your construction accounting software if you've outgrown QuickBooks, need integration with Procore, accurate job costing, multi-entity support, or a specialized system for construction functionality. 01:07 🏗 Switching to modern accounting software allows new generations to gain a comprehensive understanding of the business and its operations. 01:51 💡 Embrace modern construction accounting software to attract top talent and provide new generation with a good understanding of your business. 02:28 😩 QuickBooks on an old slow laptop made running reports and verifying balances a torturous process. 02:49 😬 Modernize your construction accounting software to avoid errors, data loss, and inefficiency. 03:07 💡 Attract top talent and take advantage of modern technology in construction accounting software. 03:40 💡 Automating processes in construction accounting software saves time and improves efficiency, making it worth modernizing.

TLDR: Investing in specialized accounting software for construction and real estate can save time and money in the long run, making the software effectively free, and the implementation process is a crucial component. 00:00 🏗 The video provides a roadmap to reduce costs and avoid financial traps in construction and real estate accounting, with options available for predictable monthly costs. 02:18 🏗 If you're struggling with construction or real estate accounting, there are free software options to help with job costing, project tracking, and payroll. 03:40 🏗 Use accounting software to streamline processes, save time, and reduce labor costs for construction and real estate businesses. 04:52 🏗 Specialized accounting software for construction and real estate can save time, automate processes, and provide a return on investment for owners and leadership. 07:17 💰 Investing in specialized accounting software for construction and real estate will save time and money in the long run, making the software effectively free, and the implementation process is a crucial component. 07:57 🏗 Construction accounting has been done the same way for 40 years, with consultants billing time towards projects and unpredictable costs, but a new system is needed to fix the old model. 09:29 🌊 Retain knowledge like a lake, not a river, to avoid constantly rehiring consultants due to employee turnover. 10:39 💰 Invest in free accounting software for construction and real estate to retain knowledge within your company and avoid exorbitant fees for implementation, setting your firm up for success.

I’ve had the pleasure of working with Kevin at Bangert Inc for the past 36+ years. Fun fact he started working at Bangert Inc several months before I joined the company.

TLDR: Job costing is crucial for contractors to understand and implement in order to improve efficiency, make timely adjustments, and keep projects on track. 00:00 👷 Job costing is important for contractors to understand and utilize in their business and decision-making process. 00:54 👷‍♂ Job costing is essential for contractors. 00:57 👷 Job costing provides real-time project snapshots, allowing contractors to forecast, adjust, and make timely adjustments to keep the job on track. 01:46 💡 Implementing job costing changed the lives of a large electrical contractor in the Northeast. 02:22 👷‍♂ Job costing is essential for contractors. 02:24 👷‍♂ Company had manual processes and struggled with implementing job costing. 02:39 👷 Job costing is crucial for contractors. 02:42 🛠 Transitioning to digital job costing solutions can save time and improve efficiency for contractors.

TLDR: Retention in construction accounting is crucial for managing cash flow, ensuring project continuity, and impacting payment processes for subcontractors and suppliers. 00:00 🏗 Retention in construction is a hold back of payment to reduce risks and ensure money is available for the end of the project. 00:40 💡 Retainage percentage is agreed upon before the project starts, with the owner holding a certain percentage of payment until all requirements are completed at the end of the project. 01:09 💡 Not all accounting systems can effectively manage the process of retaining and releasing funds in construction accounting. 01:36 💡 Tracking and managing retention in construction accounting is crucial for cash flow and project continuity. 02:10 💡 Retention in construction accounting can impact cash flow, project financials, and payment processes for subcontractors and suppliers.