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Budget Transfers

Agave Sync allows you to sync Autodesk Build Budget Transfers to Sage Intacct in one of two ways:

  1. As Sage Intacct Revised Estimates, or
  2. As Sage Intacct Change Requests with a Change Request Type of Budget Transfer.

Which option is used is set by Agave on the backend. Reach out to your Implementation Manager to discuss which option is right for you.

Visual Mapping​

Option 1: Revised Estimates​

note

Agave Sync only supports syncing Budget Transfers to Sage Intacct Estimates with a workflow type of Revised.

Autodesk Build and Sage Intacct Visual Mapping

Autodesk Build and Sage Intacct Visual Mapping

Option 2: Change Requests​

When syncing as a Change Request, each Budget Transfer line is created as a Change Request Entry on the Job, with the same Cost Code and Cost Type and the amount set as the Entry's Cost.

Autodesk Build and Sage Intacct Visual Mapping (Change Requests)

Video Tutorial​

FAQs and Common Errors​

What are pre-requisites to syncing Budget Transfers?​

In order to sync a Budget Transfer, you will need to sync the associated Project, Cost Code, Cost Type, and Unit of Measure beforehand.

How is the Revised Estimate number determined in Intacct?​

In order to ensure uniqueness, the Revised Estimate number is set to the Project Number and the Autodesk Budget Transfer Number (i.e. "[Project Number]-[Transfer Number]").