View bills by posting status

View bills that have been exported and linked to a QuickBooks Online record.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Bills - Exported in the Sage CM Bills section.

3. Specify the From Date and To Date as needed to filter the results by date.

View bills that have been marked as exported but have not been linked to a QuickBooks Online record.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Bills - Marked as Exported in the Sage CM Bills section.

3. Specify the From Date and To Date as needed to filter the results by date.

View bills that have been approved and are ready to be exported.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Bills - Not Exported in the Sage CM Bills section.
3. Specify the From Date and To Date as needed to filter the results by date.

View the discrepancies between the bills on Sage Construction Management and those exported to QuickBooks Online.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Bills - Discrepancies in the Sage CM Bills section.

3. Specify the From Date and To Date as needed to filter the results by date.

View bills that are waiting to be processed for posting.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Bills - In Queue in the Sage CM Bills section.

View bills that failed to be exported to QuickBooks Online.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Bills - Posting Failed in the Sage CM Bills section.