Moving from Sage 300 Construction and Real Estate (CRE) to Sage Intacct Construction? Understanding the differences in job costing, financial reporting, workflows, and accounting terminology is essential for a successful transition.
This free guide helps construction finance teams, controllers, and Sage 300 CRE users understand what changes, what stays familiar, and how to prepare for a smoother migration to cloud-based construction accounting.
What's Inside the Sage 300 CRE to Sage Intacct Construction Guide?
You'll Learn How to:
- Understand new terminology: Compare Sage 300 CRE modules with their Sage Intacct Construction equivalents.
- Navigate dimensional accounting: Learn how dimensions replace traditional account sections for more flexible financial reporting.
- Manage job costing: Understand how projects, cost codes, cost types, and commitments work together.
- Simplify construction billing: Explore progress billing, change orders, and retainage management.
- Improve financial visibility: Discover interactive dashboards, real-time reporting, and Work in Progress (WIP) management.
- Prepare for migration: Review practical tips for data cleanup, training, implementation, and workflow changes.
Key Differences You'll Discover
- Cloud Access: Access Sage Intacct Construction through a secure web browser without maintaining local application servers.
- Integrated Accounting: Posted transactions update the general ledger and project records without separate job cost posting steps.
- Dimensional Reporting: Analyze financial information by project, department, location, and cost type.
- Multi-Entity Management: Manage multiple entities with consolidated visibility and entity-level permissions.
- Real-Time Dashboards: Access current financial and project information without repeatedly generating static reports.
- Built-In WIP Management: Track project profitability, estimated costs, and overbilling or underbilling directly within the system.
Prepare for a Smoother Sage 300 CRE Migration
A successful transition requires more than transferring financial data. Construction businesses should review their chart of accounts, determine reporting requirements, evaluate historical data, and prepare employees for new workflows. The guide highlights important migration considerations, including:
- Cleaning up existing financial and project data.
- Mapping account sections to Sage Intacct dimensions.
- Identifying essential reports and dashboards.
- Prioritizing critical accounting functions for go-live.
- Planning user training and change management.
Download Your Free Sage Intacct Construction Guide
Get a clearer understanding of what it takes to move from Sage 300 CRE to Sage Intacct Construction.
Download From Modules to Dimensions: A 300 CRE User's Guide to Sage Intacct Construction to explore the workflows, terminology, and migration considerations that matter most to your construction business.