Unlink Account Receivable (AR) transactions
Unlink change orders (COs)
- Go to Accounting Link and select the Accounts Receivable (AR) tab.
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Select View COs - Posted in the Sage CM COs section.
- Specify the From Date and To Date as needed to filter the results by date.
- Select the CO to be unlinked.
- Select Unlink Selected COs.
Unlink prime invoices
- Go to Accounting Link and select the Accounts Receivable (AR) tab.
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Select View Prime Invoices - Posted in the Sage CM Prime Invoices section.
- Specify the From Date and To Date as needed to filter the results by date.
- Select the prime invoice to be unlinked.
- Select Unlink Selected Prime Invoices.
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.