View change orders by posting status
View a list of change orders that have been posted and linked to a Sage 100 Contractor record.
- Go to Accounting Link and select the Accounts Receivable (AR) tab.
- 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.
View a list of change orders that have been marked as posted but have not been linked to a Sage 100 Contractor record.
- Go to Accounting Link and select the Accounts Receivable (AR) tab.
- Select View COs - Marked as Posted in the Sage CM COs section.
- Specify the From Date and To Date as needed to filter the results by date.
View a list of change orders that have been approved and are ready to be posted.
- Go to Accounting Link and select the Accounts Receivable (AR) tab.
- Select View COs - Not Posted in the Sage CM COs section.
These transactions are also available in the Batch Post Wizard.
- Specify the From Date and To Date as needed to filter the results by date.
View a list of change orders that are waiting to be processed for posting.
- Go to Accounting Link and select the Accounts Receivable (AR) tab.
- Select View COs - In Queue in the Sage CM COs section.
View a list of change orders that have partially been processed for posting and are still in progress.
- Go to Accounting Link and select the Accounts Receivable (AR) tab.
- Select View COs - In Queue (In Progress) in the Sage CM COs section.