MakersHub brings automated accounts payable and approval workflows together with Sage Intacct’s accounting structure. Review the details extracted from emailed or uploaded invoices and receipts, apply your Intacct coding, and move bills through approval and payment.
Sage Intacct offers additional Construction & Real Estate (CRE) subscriptions. With Construction enabled, MakersHub provides line-level Project, Cost Code, Cost Type, and Employee | EQ fields with options refreshed from Intacct.
Use Construction & Real Estate in MakersHub for supported line coding and display settings; Intacct's Construction overview covers the wider feature.
Recommended approach
This guide covers common AP workflows and the recommended Sage Intacct configuration for MakersHub. Construction-specific differences are identified where they affect a task.
Start with Single-entity and multi-entity configuration before setup. Then connect, inspect your imports, and confirm your working context using Direct Entity explained. For substantially different configurations or unexpected results, Troubleshooting and common questions provides the relevant checks and support route.
Connect and run your first sync
Start with Connect Sage Intacct, for Web Services setup, application permissions, and connection verification:
- Prepare your Web Services user with full application access in Intacct.
- Enter your connection details in MakersHub and test the connection and required read permissions.
- Run Sync Data with Sage Intacct, then inspect the imported records in Integration Data.
For screenshots of connecting, testing, and your first sync, see Setup in MakersHub in Setup Walkthroughs.
Work in MakersHub
MakersHub imports Sage Intacct reference records for coding and supports the vendor, bill, payment, and credit workflows below. Maintain customers, items, accounts, and dimensions in Sage Intacct.
For related MakersHub workflows, see:
| Topic | Guide |
|---|---|
| Find where to send bills | Locate your AP inbox |
| Set who approves bills | Create approval workflows |
| Set up bill-coding rules | Integration Mapping overview |
Sage Intacct topics
| Topic | Guide |
|---|---|
| Review the recommended setup and operating approach | Sage Intacct best practices — the anticipated Intacct baseline, record-specific recommendations, and configuration checks. |
| Check connection context, locations, or record restrictions | Working with Sage Intacct entities — connection context, ownership, restrictions, and imported records. |
| Find, link, create, or update a vendor | Vendors in a multi-entity company — existing vendors, ownership, maintenance, and recovery. |
| Code, import, approve, or pay a bill | Bills and payments — Intacct bill states, payment actions, credits, result checks, and changes. |
| Record and verify a credit card refund | Credit card credits |
| Use the additional Construction line coding | Sage Intacct Construction & Real Estate in MakersHub — supplied fields, Intacct options, coding relationships, and transaction-specific checks. |
| Find an answer or resolve a setup, record, or vendor problem | Troubleshooting and common questions — common questions, sign-in and connection-hold recovery, recorded sync errors, and links to each task’s result checks. |