All settings must be configured at the TOP LEVEL.
When using the Procore integration with Sage Intacct®, two Custom Fields will need to be created: PC Account Type and PC Cost Types.
When these fields are populated on the General Ledger, Procore will identify them as Direct Cost accounts.
Navigate to Platform Services → Custom Fields or to Customization Services → Custom Fields
Click Add.
Select GL Account in the 'Choose Object to Extend' step and click Next.
Select Picklist in the 'Choose Field Data Type' step and click Next.
Enter the following in the 'Choose Pick List Field Characteristics' step:
Click Next, then Done.
Once the custom fields are created, update the GL accounts that will sync costs to Procore.
Navigate to General Ledger → All → General Ledger Accounts.
Click Edit to select the GL account that needs to be updated.
In the PC Account Type field, select the appropriate account type:
Payroll
Expense
Cash
In the PC Cost Types field, select the appropriate account type:
Payroll
Expense
Click Save to confirm the changes.
Repeat these steps for any additional GL accounts that need to be modified for the integration.
Click Done.