Use your Intacct construction coding on MakersHub bill lines, with Intacct-sourced choices you can select as you review the bill.
Direct Entity selects an Intacct location and its associated entity context, or Top level, for checking imported choices and access. Find its meaning and location in Direct Entity explained. It is separate from line Project, Cost Code, Cost Type, and Entity coding.
What this guidance covers
Sage Intacct offers additional Construction & Real Estate (CRE) subscriptions. Construction adds project cost tracking alongside accounting; this article covers its supported line coding in MakersHub. Ordinary AP work does not require Construction. See Sage Intacct and CRE for the introduction.
Intacct's Construction overview covers that feature's wider scope and subscription. Sage Intacct Real Estate is a separate additional subscription for property and lease management.
Complete Connect Sage Intacct first. Use Choose the connection's Direct Entity if you need to verify the company and connection context for your work, then return here.
Fields MakersHub provides
MakersHub automatically supplies these line-level custom fields for your Construction-enabled Intacct connection and refreshes their options from Intacct during ongoing sync. Use the supplied fields and synced options rather than creating fields or maintaining a separate list manually. Display settings are a separate step below.
| Field | Use on the line |
|---|---|
| Project | Choose the Intacct project the cost belongs to. |
| Cost Code | Choose the work category within that Project. The Cost Code must belong to the selected Project. |
| Cost Type | Choose the cost category for that Project and Cost Code combination. |
| Employee | EQ | Choose the applicable Intacct personnel or equipment coding. This choice is independent from the Project, Cost Code, and Cost Type sequence. |
In Employee | EQ, EQ means equipment. Choices show the Intacct identifier and a name when available; match them to the intended person or equipment record before selecting.
The bill needs coding set up for its actual Project.
Standard catalogs provide reusable starting definitions. Intacct's standard catalog guidance and standard Cost Types explain those setup steps.
Make the fields visible
Use the full desktop web bill editor to display and manage these fields. Enable them in MakersHub settings as follows:
- Open your user menu and select Integrations, then select View for the connected Sage Intacct integration.
- Open Integration Data and turn on Enable Custom Fields.
- In Line-Level Custom Fields, select +, then Select a Custom Field.... Choose the supplied fields you need.
- Select Update Mapping to save changed settings.
- Open the bill editor and check its line columns. If an enabled field is hidden, open Adjust table column settings and review Table Column Settings.
These controls display supplied fields. If a field is missing from Select a Custom Field..., confirm Construction is enabled for the connected company, then use Keep choices current below to refresh and check Intacct records and access. If it remains missing, contact MakersHub support with the field name, company/entity, and refresh result. Use that support route for a missing supplied field rather than creating a replacement. For general error review, see Sync errors.
Choose coding for each line
- Select the intended Project.
- Select a Cost Code that belongs to that Project.
- Select the Cost Type for that Project and Cost Code combination, where applicable.
- Select Employee | EQ when the line needs personnel or equipment coding.
Intacct's Cost Type relationships explain why the Project and Cost Code must match the Cost Type.
After changing Project, review both Cost Code and Cost Type; after changing Cost Code, review Cost Type. Confirm the whole combination even when an earlier selection remains visible or a dropdown offers additional choices.
Keep the bill's Entity, Department, and G/L account checks alongside these selections. Intacct can require dimensions on a G/L account; use Intacct's required-dimension guidance for the selected account. The fields required on a line depend on its coding.
Keep choices current
MakersHub refreshes options from Intacct during ongoing sync; an open bill can still show older choices.
To request an update:
- Save any bill edits you need to keep, then return to the connected company's Integrations > View > Integration Data.
- In Line-Level Custom Fields, select the far-right refresh icon and confirm Refresh Data. Empty Data is not a refresh action.
- Wait for Refresh data completed beside the refresh control, then check for the intended option on the bill. If an error appears, correct the reported issue before retrying.
| What you see | What to check |
|---|---|
| The field is absent from the bill | Check Enable Custom Fields, the selected Line-Level Custom Fields, and the bill's Table Column Settings. |
| The field is available but an expected choice is missing | Check the record in Intacct and the saved Company ID, Direct Entity, and Web Services user's access using Check the record types your bill needs. Then refresh the line-field options and return to the bill. |
| A Cost Code or Cost Type does not fit the selected Project | Confirm the project-specific coding in Intacct; a standard catalog definition is not a substitute for the Project's coding. Recheck the line's full combination. |
| An old choice remains visible after a context change or refresh | Its presence does not establish current access or valid coding. Use If a record is missing or unusable, then return here. |
For a permission-related failure, follow After changing permissions. Retain your configured access and complete the save-and-test sequence before returning to the refresh.
Recheck coding when lines change
| Your change | Check before approval or another sync |
|---|---|
| Change Project or Cost Code | Review the related Cost Code and Cost Type selections on that same line. |
| Apply a field to the entire bill | Confirm that value is appropriate for every affected line, including its related Project, Cost Code, and Cost Type choices. |
| Duplicate a line, use a template, or add an adjustment line | Check the resulting line's coding, including Employee | EQ, against the new cost rather than relying on copied selections. |
| Combine lines for Intacct sync | Check the applicable consolidation setting below before syncing lines with different allocations. |
Keep distinct allocations on separate Intacct lines. Consolidation can assign a combined amount to the first grouped line's coding. Turn off Consolidated Bill Items Sync for bills, or Consolidated Receipt Items Sync for receipts, before syncing lines that need different Entity, Department, Project, Cost Code, Cost Type, or personnel/equipment allocations.
With MakersHub administrator access:
- Open your user menu and go to Bill Settings > Data Processing > Data Sync With SageIntacct.
- Change the applicable bill or receipt consolidation setting.
- Select Update Settings.
Return to Check coding, then approve and sync once the line checks are complete.
Check the transaction in Intacct
| Transaction | Supported line coding and result check |
|---|---|
| AP bill or vendor credit | Project, Cost Code, Cost Type, and Employee | EQ, where applicable. Compare the actual Intacct lines, coding, and total with the intended bill or credit. |
| Credit card credit | Project and Employee | EQ. Cost Code and Cost Type are not recorded on the Intacct card credit from those MakersHub selections. Verify the coding on the actual Intacct transaction; MakersHub's saved sync-detail view does not verify these fields. |
Verify the Intacct result separately from MakersHub's approval or paid indicator. Complete Verify the accounting and payment results for AP work, or Verify the result for a card refund, before treating the task as finished.
Continue your work
Continue with Bills and payments, or follow Credit card credits before approving a card refund.
For unclear coding or results, contact MakersHub support with the record, intended entity, affected fields/choices, and exact message, without passwords.
Return to Overview to choose another task.