The Ultimate Guide to Construction Financial Management | hh2.com

How hh2 Integrates with Sage 300

Written by hh2 | Sep 17, 2024 7:23:02 PM

Just like every other industry, construction organizations have been embracing new technologies to improve daily operations. But a growing number of digital platforms don’t always guarantee more efficiency or productivity. A lack of integration between platforms can make things more difficult. 

For construction companies to realize the benefits of new technologies—like enhancing data accuracy, streamlining operations, and keeping stakeholders aligned throughout the project lifecycle—seamless integration is necessary. 

Take the integration of hh2 with Sage 300 Construction and Real Estate. The integration between the two platforms provides unbeatable data synchronization, giving you a unified view of all your projects.  

What are hh2 and Sage 300? 

Both hh2 and Sage 300 are leading software platforms in the construction industry. Each platform includes tools designed to streamline construction operations and improve efficiency. 

hh2 is a cloud-based software designed by contractors, for contractors. The solution includes powerful tools designed to enhance productivity, accuracy, and communication across all your construction projects. With hh2, you can simplify all your back-office projects, resulting in less work and faster projects. hh2 includes: 

  • Remote Payroll: Designed for teams with employees spread across job sites, Remote Payroll allows for fast, easy collection and processing of all your payroll data, ensuring workers are paid accurately and on time. 
  • Document Flow: Manage the chaos of document management with Document Flow. With a single platform for storing, sharing, and managing documents, the tool ensures all your project stakeholders have access to accurate, up-to-date documents. 
  • Field Reports: Keep field disruptions to a minimum with Field Reports, a tool that allows managers and supervisors to quickly write and share reports on job progress, safety, and other project details. 
  • Data Drop: Get deeper insights into all your business data with Data Drop. Easily combine data from across multiple sources and generate detailed reports that can be shared across your teams. 

 Sage 300 is a financial management and accounting solution that’s widely used in the construction industry. The platform plays a key role in helping construction companies manage the financial aspects of their projects—from budgeting and forecasting to billing and payroll. The platform includes tools for: 

  • Financial Management: Sage 300 includes a number of financial management tools, including Sage Intacct and Sage 100, that help you manage budgets, track expenses, and ensure profitability. For example, it allows for detailed job tracking, allowing you to easily monitor the financial health of your projects. 
  • Accounting: Sage 300’s accounting capabilities are designed to handle the complex financial needs of the construction industry. The platform supports multi-company, multi-currency, and multi-location operations, making it a perfect fit for large construction firms. You’ll also have access to accounts payable, accounts receivable, general ledger, and payroll tools. 
  • Project Management: With seamless integration with project management tools, Sage 300 allows for robust communication between your business's financial and operational sides. This ensures project managers have real-time access to financial data—a key part of making informed decisions and keeping projects on track. 

 

Why Integrate hh2 with Sage 300 

Integrating hh2 with Sage 300 offers many benefits that enhance the efficiency and accuracy of construction project management. Some other benefits include: 

Enhanced Data Accuracy 

With data synchronized in real-time, both systems reflect the most up-to-date, accurate data. This reduces the risk of discrepancies between your teams and ensures consistency across all aspects of your projects. Plus, the integration of hh2 and Sage 300 eliminates manual data entry errors, a common occurrence when information is transferred between multiple systems. 

Improved Workflow Efficiency 

Integrating hh2 and Sage 300 enables you to streamline many processes—from time tracking to payroll—by automating data flow between your job sites and the back office. More simply, once data is entered in hh2, it automatically updates relevant fields in Sage 300, eliminating the need for time-consuming or redundant tasks. Additionally, the integration improves document management and approval workflows, making it easier for you to store, share, approve, and manage your project documents. 

Real-Time Insights and Reporting 

Real-time insights and reporting are critical for effective project management in construction. Combining the capabilities of hh2 and Sage 300, you can quickly access comprehensive financial and project reports that give a detailed view of project performance. The integration also improves visibility into project costs and labor data so you can make more informed decisions to ensure projects stay on budget and on track. This ultimately leads to more proactive management and better project outcomes. 

How hh2 Works with Sage 300 

The hh2 and Sage 300 integration is centered on data synchronization. The process automatically updates key data—including your time records, payroll data, and job costs—across both platforms in real time. 

For example, hh2’s Remote Payroll tool captures time and labor data from your job sites and then syncs directly with Sage 300’s payroll system. Worker’s time records are updated automatically, ensuring they’re paid correctly and on time. Document Flow is another example. Documents like contracts and invoices are centralized in hh2 and then synchronized with Sage 300, keeping all documents accessible and up-to-date. This also helps to streamline the approval process which prevents delays and maintains project consistency. 

4 Steps to Setting up the hh2 and Sage 300 Integration 

Setting up the integration between hh2 and Sage 300 can be done in four steps: 

  1. Preparation and planning: First, look at your current systems and integration needs. Consider what you want to achieve with your integration, such as improving data accuracy or streamlining workflows, and set clear goals. This will help to guide the configuration and ensure the integration meets your specific business objectives. 
  2. Configuration and setup: After the planning stage, you’ll set up data synchronization between hh2 and Sage 300. You’ll also determine how often data should be synchronized and what data types should be shared between the systems. 
  3. Testing and validation: Next, test and validate that data is being accurately synchronized between the two systems. Pay attention to time records, payroll data, job costs, and other information and ensure it’s being correctly transferred and updated in both systems. Be sure to address issues promptly to avoid potential problems. 
  4. Training and support: Finally, once the integration is complete, train your staff on how to use the integrated platforms effectively. Training should cover the technical aspects of the integration and how to use the tools to improve workflow efficiency and data accuracy. Be sure to provide ongoing support and troubleshooting to resolve issues quickly.

By following these steps, you create a successful integration between the two platforms, resulting in more efficient and accurate project management. 

Boost Productivity with hh2 and Sage 300 Integration 

Project management in construction can be tricky—the integration of hh2 and Sage 300 makes it easy. From eliminating manual tasks and reducing the risk of errors, the integration streamlines your workflows, enhances data accuracy, and provides access to real-time insights. Not only does this boost your team’s productivity but also ensures your projects are on track and within budget every time. 

 Ready to see this integration in action? Book a demo today and see how the hh2 and Sage 300 integration empowers your team to work smarter and more efficiently.