View miscellaneous expenses by posting status
View miscellaneous expenses that have been exported and linked to a QuickBooks Online record.
-
Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select View Misc. Expenses - Exported in the Sage CM Misc. Expenses section.
-
Specify the From Date and To Date as needed to filter the results by date.
View miscellaneous expenses that have been marked as exported but have not been linked to a QuickBooks Online record.
-
Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select View Misc. Expenses - Mark as Exported in the Sage CM Misc. Expenses section.
- Specify the From Date and To Date as needed to filter the results by date.
View miscellaneous expenses that have been approved and are ready to be exported.
-
Go to Accounting Link and select the Accounts Payable (AP) tab.
- Select View Misc. Expenses - Not Exported in the Sage CM Misc. Expenses section.
- Specify the From Date and To Date as needed to filter the results by date.
View miscellaneous expenses that are waiting to be processed for posting.
-
Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select View Misc. Expenses - In Queue in the Sage CM Misc. Expenses section.
View miscellaneous expenses that failed to be exported to QuickBooks Online.
-
Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select View Misc. Expenses - Posting Failed in the Sage CM Misc. Expenses section.