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 approved bills that are ready to be posted and those that failed to post.

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

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

The Status column indicates whether the transaction has not been posted or failed to be posted. For detailed information on bills that failed to be posted, including error messages and exceptions, open the Sync Log in the Sync tab.

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.