Welcome to our guide on how to efficiently approve commitments and their related invoices using Sage Intacct Construction. This article is designed for project managers who need to route subcontracts and subcontract invoices within the system. Follow these detailed instructions to streamline your approval processes.

Initial Configuration Settings

Before diving into the workflow, it's crucial to ensure that your Sage Intacct system is properly configured to handle approvals. Follow these preliminary steps:

1. Navigate to Purchasing and select Setup Configuration.
2. Scroll down to the Approvals section and enable Purchasing Approval.
3. Opt to skip re-approval after transaction changes by not selecting this option.
4. Enable email notifications to alert approvers and others in the approval chain.
5. Click on Manage next to Approval Policies to set specific policies for subcontracts and subcontract invoices.
6. For each transaction definition, assign the Project Manager Approval Rule.

Creating and Approving a Subcontract

Once the configurations are set, you can create and approve a subcontract as follows:

1. Select an existing subcontract within the system and use the duplicate function to create a new one.
2. Submit the new subcontract for approval.
3. As the project manager, you will receive the subcontract in the Approved Transactions area under Purchasing.
4. Review the subcontract to ensure all details are correct, then either approve or decline it.
5. If approved, you can add comments for further clarification.

Converting a Subcontract to an Invoice

After a subcontractor has issued an invoice, follow these steps to convert the subcontract into an invoice within the system:

1. From the subcontract entry, select the option to convert it to a subcontract invoice.
2. Enter the invoice number and submit the conversion.
3. The project manager will then receive the subcontract invoice for approval in the same manner as the original subcontract.
4. Review the invoice details and choose to approve or decline the invoice.

Approval Workflow Overview

The approval workflow in Sage Intacct Construction allows project managers to efficiently manage and approve subcontracts and their related invoices. Utilizing the system's configuration settings ensures a smooth process and timely notifications.

Troubleshooting

If you encounter any issues during the approval process, consider the following troubleshooting tips:

• Ensure all configuration settings are correctly enabled.
• Check the approval history for any comments or details that might explain delays or rejections.
• Verify that the correct project manager is assigned to the transaction for proper routing.