Sage 300 document automation for construction and contracting firms
DynamoDocs captures the subcontractor invoices, job-coded material bills, and POs across active job sites that construction and contracting firms deal with every day, reads them with AI, validates every field, and posts them into Sage 300. Your team reviews the exceptions instead of retyping each one.
30-minute session · run against your own Sage 300 document types · no commitment
- 5–10 minutes of manual entry per document into Sage 300, gone
- 100% validated before anything posts to Sage 300
- PDF · Excel · EDI · image · email
DynamoDocs automates Sage 300 document entry for construction and contracting firms. For construction and contracting firms, subcontractor and material invoices arrive against many active jobs and AP must code each to the right job, phase, and cost code by hand. DynamoDocs captures each document, AI reads and classifies it, suggests GL coding, validates it, and posts approved records into Sage 300 through a REST endpoint in front of Sage 300, or CSV files for a Sage 300 import, so AP stays audit-ready and job costs are never off because a bill was mis-coded. Sage 300 (formerly Accpac) runs multi-company, multi-currency finance and distribution for mid-market businesses, where AP volume spans several entities.
Sage 300 × Construction & Contractors
Subcontractor invoices into Sage 300, ready to code
Construction firms on Sage 300 code every cost to job, cost code, and category, which is also the slow, error-prone part when it is done by hand off a stack of subcontractor invoices.
There is no prebuilt Sage 300 connector. DynamoDocs reads each invoice and delivers it as JSON to a REST endpoint you name, or as a CSV file for an import. It does not assign job, cost code, or category, and it does not calculate retainage; where a subcontractor prints those codes, they can be captured as added fields and carried in the file or payload.
It also does not match an invoice to its subcontract commitment or check a schedule of values. What it checks before delivery is the document itself: totals that reconcile, a vendor that resolves, and no duplicate of an invoice already processed, so the project manager's approval starts from a clean record.
A construction & contractors quirk on Sage 300
One target per Sage 300 company
Sage 300 runs multi-company finance, and each DynamoDocs target points at one company. A contractor with several entities sets up a target for each, so a subcontractor invoice is delivered to the company it belongs to as JSON to a REST endpoint or as a CSV file for an import.
The mapping
How Construction & Contractors paperwork posts into Sage 300
Each document is validated, then delivered to Sage 300 as the record below.
| What construction and contracting firms send | Where it lands in Sage 300 |
|---|---|
| Subcontractor invoice with retention or retainage held back | an AP invoice |
| Material supplier invoice tied to a specific project | an AP invoice |
| Purchase order for materials across active job sites | an order-entry order |
| Progress billing or AIA-style pay application | an AP invoice |
| Vendor bill that needs clean job-cost coding | an AP invoice |
| Made-to-order RFQ or request for pricing | a quote in Sage 300 |
A worked example
Sage 300 for construction and contracting firms, from inbox to posted record
Imagine a general contractor running Sage 300 that receives a subcontractor invoice with 10% retainage split across three cost codes, it spans two active jobs. DynamoDocs picks it up from the monitored inbox (or a drag-and-drop upload), and AI reads every field and line, no template required. Each line gets a suggested GL account from your rules and coding history, then the document is validated against totals, required fields, and your own checks. Anything that fails is flagged field-by-field for a quick review; everything clean posts straight into Sage 300 as an AP invoice through a REST endpoint in front of Sage 300, or CSV files for a Sage 300 import. No dedicated Sage 300 connector exists. Mapped records are posted as JSON to a REST endpoint you name, or written as CSV files for a Sage 300 import. Your construction & contractors team reviews the occasional exception instead of retyping the whole document, so AP stays audit-ready and job costs are never off because a bill was mis-coded.
Specific to Sage 300
How the Sage 300 connection works for construction and contracting firms
Sage 300 (formerly Accpac) runs multi-company, multi-currency finance and distribution for mid-market businesses, where AP volume spans several entities.
REST or CSV
No dedicated Sage 300 connector exists. Mapped records are posted as JSON to a REST endpoint you name, or written as CSV files for a Sage 300 import.
Native records
Delivers AP invoices, Order Entry orders, and quotes shaped to the fields you map.
Currency and accounts
Carries the document currency and maps vendors, customers, GL accounts, and item numbers to yours; each target points at one company.
Curious what this saves at your construction & contractors volume on Sage 300? Model it on the savings calculator
Questions, answered
Sage 300 for Construction & Contractors FAQ
Do we have to build a REST endpoint to use DynamoDocs with Sage 300?
There is no prebuilt Sage 300 connector. Mapped records are posted as JSON to a REST endpoint you name, or written as CSV files for a Sage 300 import, so a file import needs no endpoint.
Can the job number printed on a subcontractor invoice travel with it into Sage 300?
DynamoDocs does not assign a job, cost code, or category. A code the subcontractor prints on the invoice can be captured as an added field and carried in the file or payload.
How does DynamoDocs handle construction & contractors documents on Sage 300?
For construction and contracting firms, subcontractor and material invoices arrive against many active jobs and AP must code each to the right job, phase, and cost code by hand. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), suggests a GL account for each line, and posts it into Sage 300 through a REST endpoint in front of Sage 300, or CSV files for a Sage 300 import. No dedicated Sage 300 connector exists. Mapped records are posted as JSON to a REST endpoint you name, or written as CSV files for a Sage 300 import. Clean documents post automatically; only exceptions reach a person, so AP stays audit-ready and job costs are never off because a bill was mis-coded.
How does a subcontractor invoice with retention or retainage held back post into Sage 300?
It becomes an AP invoice in Sage 300, with header and line-item fields validated before anything posts. Delivers AP invoices, Order Entry orders, and quotes shaped to the fields you map. A visual field-mapping engine shapes the record into exactly what Sage 300 expects, so nothing is retyped and nothing posts half-filled.
Does it assign job, phase, and cost code on Sage 300 records?
DynamoDocs suggests a GL account for each line from your keyword rules and from how the same part or description was coded before, and a person confirms it. It does not assign job, phase, and cost code for you, but where a document prints them they can be captured as added fields and mapped into the record Sage 300 receives. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.
How do purchase orders and RFQs from construction and contracting firms post into Sage 300?
Purchase orders become an order-entry order and RFQs become a quote in Sage 300, with every line, subcontractor invoices included, read and validated first. Carries the document currency and maps vendors, customers, GL accounts, and item numbers to yours; each target points at one company.
How much time and money does this save construction and contracting firms on Sage 300?
Keying one document into Sage 300 typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing a mis-keyed line. DynamoDocs does it in seconds and only flags exceptions, so the labor left is the review time on those, while AP stays audit-ready and job costs are never off because a bill was mis-coded.
See it run on your Construction & Contractors documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Sage 300 in about 30 minutes.
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