Unlink account payable (AP) transactions

Important things to know

• Posted transactions can be unlinked in case they have been manually linked to the wrong project.
• Posted transactions can also be unlinked if significant changes need to be made to the transaction, which should be then re-posted to Sage 100 Contractor.

Instructions

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

2. Select one of the following options depending on the type of the transaction that you want to unlink:

   • View POs - Posted
   • View Subcontracts - Posted
   • View SCOs - Posted
   • View Bills - Posted
   • View Sub Invoices - Posted
3. Specify the From Date and To Date, if needed.
4. Select the transaction to be unlinked.
5. Select Unlink Selected.
   The following warning message appears in the Accounting Status section of transactions that have been unlinked:

   Warning: Transaction has been unlinked so be sure to delete the corresponding record in the accounting system prior to reposting to avoid any duplicates.