Key takeaways
- Sage Intacct Construction codes spend with dimensions, so each bill line needs a GL account plus project, task and cost type for job cost reporting.
- Vergo reads your accounts and dimensions from Sage Intacct and proposes coding for every line by inference from your own history.
- Approvals route by GL account, by amount or by project, and approvers see the reason behind each proposed code.
- Approved invoices post into Sage Intacct Construction as Bills, and new vendors are created as Vendors, through the Sage Intacct API.
- Access is customer-provisioned: API access sits in your Sage Intacct company, your team enables it once, and Vergo does the rest.
Where should you go next?
- Learn more about Vergo AP Invoice Automation
- Vergo's Sage Intacct Construction integration
- AP automation that works with Sage Intacct Construction
How do you automate invoice coding and approvals in Sage Intacct Construction, step by step?
- Connect Sage Intacct. Enable API access for Vergo in your Sage Intacct company. Vergo reads your chart of accounts and dimensions, including the projects, tasks and cost types used for job costing.
- Collect invoices in one inbox. Vendors email invoices to your AP inbox and staff drag and drop scans. Vergo extracts vendor, invoice number, dates, amounts and line descriptions, and flags likely duplicates.
- Code every line. Vergo proposes the GL account, project, task and cost type for each line from how your team coded similar bills, and shows the reason for each proposal.
- Approve. Route by project so the project manager confirms the work, add a second approver above a set amount, or let recurring bills pass on policy flags alone.
- Post the Bill. Approved invoices post into Sage Intacct Construction as Bills with dimension values on every line, ready for AP payment in your normal process.
Which Sage Intacct Construction values does each bill line need?
Sage Intacct Construction builds job cost reports from dimension values on transactions. A bill that posts with only a GL account shows up in the ledger but not on the project. Each line that belongs to a job needs:
- GL account for the expense or job cost account.
- Project, the job the cost belongs to.
- Task, the phase or work breakdown item within the project.
- Cost type, such as material, labor, subcontract or equipment, as defined in your company.
- Other dimensions your company requires, such as location or department for multi-entity setups.
How should approvals be routed for Sage Intacct Construction?
The approver who adds the most value is the person who knows the project. Vergo routes by GL account, by amount or by project, and approvers see the invoice image, the proposed dimensions and the reason for each from a phone. Typical rules:
- Invoices coded to a project go to its project manager.
- Invoices over a set amount add the controller.
- Overhead bills coded only to GL accounts and departments skip approval and rely on policy flags.
What syncs between Vergo and Sage Intacct Construction?
Vergo reads accounts and dimensions from Sage Intacct Construction and posts Bills, Vendors, AP Payments, Journal Entries, Charge Card Transactions in Cash Management, Expense Reports, Reimbursements and Employees through the Sage Intacct API. Sage documents these objects in its Sage Intacct web services developer documentation. The connection is customer-provisioned. The full specification is on the Sage Intacct Construction integration page.
A practical example
A general contractor receives a concrete supplier invoice with three lines for Project 24-031: footings, slab on grade and a short-load fee. Vergo proposes task and cost type for each line from how the same supplier's invoices were coded on earlier projects, and puts the short-load fee on the footings task because that is where the team has coded it before. The invoice routes to the project manager, who approves it from her phone. It posts into Sage Intacct Construction as a Bill with project, task and cost type on every line, and the project's cost report shows the concrete against the right tasks that day.
How Vergo handles this
Vergo is an AI-native, card-agnostic spend platform. AP invoices, card spend and employee reimbursements go through one coding model against your Sage Intacct Construction dimensions, so a project is coded the same way whatever the payment method. Proposals come from your own accounting history, with the reason shown, and new vendors are coded on first sight. Approval flows are optional, and payment stays on the rails you already use.
Related questions
Frequently Asked Questions
Does Vergo post Bills directly into Sage Intacct Construction?
Yes. Vergo posts approved invoices into Sage Intacct Construction as Bills through the Sage Intacct API, with the GL account and dimension values, such as project, task and cost type, on each line.
Can Vergo create new vendors in Sage Intacct?
Yes. Vendors are one of the objects Vergo posts through the Sage Intacct API, so a first-time supplier does not have to be set up by hand before its invoice can post.
How does Vergo know which projects and tasks are valid?
Vergo reads your accounts and dimensions from Sage Intacct Construction, so proposed coding points at projects, tasks and cost types that exist in your company.
Can one bill be split across several projects?
Yes. Vergo codes at the line level, so each line carries its own project, task and cost type, and the Bill posts with the split intact.
Do card transactions and reimbursements post to Sage Intacct too?
Yes. Vergo also posts Charge Card Transactions, Expense Reports and Reimbursements through the Sage Intacct API, coded with the same model as invoices.
