View subcontract invoices by posting status

View subcontract invoices that have been posted and linked to a QuickBooks Online record.

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

2. Select View Sub Invoices - Posted in the Sage CM Sub Invoices section.

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

View subcontract invoices that have been marked as posted 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 Sub Invoices - Marked as Posted in the Sage CM Sub Invoices section.

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

View approved subcontract invoices 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 Sub Invoices - Not Posted or Failed in the Sage CM Sub Invoices 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 subcontract invoices that failed to be posted, including error messages and exceptions, open the Sync Log in the Sync tab.

View the discrepancies between the subcontract invoices on Sage Construction Management and those posted on QuickBooks Online.

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

2. Select View Sub Invoices - Discrepancies in the Sage CM Sub Invoices section.

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

View subcontract invoices that are waiting to be processed for posting.

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

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