Overview
Supermove connects directly with Sage Intacct, so you can send invoices, payments, customers and vendor statements from Supermove to your accounting system without entering them twice. Your finance team gets one connected workflow, from a finished job all the way to recorded revenue and contractor payouts.
In this article, you'll learn how to:
- Connect Supermove to Sage Intacct
- Map your Supermove billing items to Sage Intacct
- Export invoices and payments
- Pay drivers and contractors with vendor bills, credits and statements
Connect to Sage Intacct
- Go to Settings → Accounting → Accounting Integrations.
- Add a new connection and select Sage as the provider.
- Sign in with your Sage Intacct credentials to authorize the connection.
Once connected, Supermove imports your setup from Sage Intacct: accounts, items, customers, vendors, classes, locations and tax rates. This information refreshes automatically every night, and you can refresh it any time with the Import button.
Map Your Items
Before your first export, tell Supermove which Sage Intacct item each of your Supermove billing items should use. This decides which GL account each line item lands in.
Go to Accounting Integrations → Sage → Data to set up your mappings:
| Sage Intacct | How it maps in Supermove |
|---|---|
| Income and Expense Items | Linked to your Supermove bill items. You can map several Supermove items to one Sage item if you want revenue grouped into a few GL accounts. |
| Locations | Matched to your Supermove branches using rules you set. |
| Classes | Set for each project based on its project type. |
| Customers | Matched automatically by email or phone number. If there's no match, Supermove creates a new customer in Sage when it exports. |
Note: Classes are currently assigned per project. Assigning a class to individual line items is coming in a future update.
Export Invoices and Payments
Each Supermove invoice becomes one invoice in Sage Intacct, including its line items, amounts, location and class. Payments recorded in Supermove, including partial payments, are exported too and applied to the matching invoice in Sage.
You can export in two ways:
- Manually: Queue an invoice from the project's Billing tab, then run the export from the Exports tab.
- Automatically: Turn on auto-queue when invoices are finalized, and choose a daily export time. Finalized invoices are then sent to Sage every night.
An exported invoice in Sage Intacct
Exported payments in Sage Intacct
Note: Sage Intacct locks an invoice once a payment is applied to it. To avoid having to un-post invoices in Sage, wait until invoices are fully finalized before exporting them.
Pay Vendors Through Sage Intacct
Supermove can also send vendor bills, credits and payments to Sage Intacct. This lets you manage driver and contractor pay in Supermove and have it flow straight into your accounts payable.
Vendor Profiles
Supermove automatically creates a vendor profile for every mover and office staff member. Each profile links to one vendor in Sage, matched by phone number or email, or you can set the match yourself.
Tip: Archive any vendors you don't plan to pay through Supermove to keep your vendor list clean.
Vendor Bills
Bills are created from the Cost & Comp section of each project. By default, a bill is created when each job is marked complete, so you can pay out a pack job without waiting for the delivery. Bills stay linked to the project and update automatically if Cost & Comp changes.
An exported vendor bill in Sage Intacct
Vendor Credits (Deductions)
Credits cover amounts you deduct from a vendor's pay, such as fuel charges, insurance, truck leases and shop expenses. Add them on the vendor profile under the Transactions tab.
Note: All credits currently export to one Sage item, which you choose in your settings. We recommend using a clearing account and allocating from there.
Vendor Payments (Payouts)
Payments are any money you send to the vendor. They're added to the vendor's statement and exported to Sage Intacct.
Vendor Statements
- On the vendor profile, create a statement for a date range. It gathers all open bills and credits for that period.
- Hold any individual transactions you want to leave out.
- Finalize the statement.
- Click the ⋮ menu on the statement and select Queue for export. It goes out in the nightly export with your invoices, or you can export it manually.
When a statement is exported, Sage Intacct receives the vendor bills, the credits (as vendor adjustments) and a payment record. Set the payment account and default location in the Accounts Payable section of your Sage integration settings.
Tip: If your team cuts checks in Sage, set that payment method to Skip on Export in Supermove to avoid duplicate payments. Export the statement for the bills and credits, then cut the payment in Sage.
Quick Reference
| Direction | What's included |
|---|---|
| Import (Sage → Supermove) | Accounts, items, customers, vendors, classes, tax rates, locations |
| Export (Supermove → Sage): invoices and payments | Customers, invoices, payments |
| Export (Supermove → Sage): vendor statements | Vendors, bills, credits, payments |
Important Notes
⚠️ Sage Intacct locks invoices once a payment is applied, so export only fully finalized invoices.
⚠️ Classes are assigned per project for now, not per line item.
⚠️ All vendor credits export to a single Sage item, so we recommend a clearing account.
⚠️ If you cut checks in Sage, mark that payment method Skip on Export to avoid duplicates.
Related Articles
Need Help? If you have questions about the Sage Intacct integration, contact our Product Experts team at help@supermove.com.
Comments
0 comments
Article is closed for comments.