Mark Project | Prime Contract As Exported so NO transactions Can Be Exported

Important Things To Know

  • Project | Prime Contracts that are marked as exported will not appear in the Sync Wizard along with their corresponding transactions. This function is applicable when test or old projects are entered in Sage Construction Management and should not be sent to the accounting system.

Instructions

  1. Click the Projects tab on the AccountingLink Main Menu
  2. Navigate to the 'Project | Prime Contract Status' section.
  3. Click the 'View Projects | Primes - Not Exported' link within the section.
  4. Select the Project | Prime Contract by clicking the checkbox on the left
  5. Click the 'Mark Selected Records As Exported' button below the grid