AccountingLink for Sage 100 Contractor - Batch Post Wizard overview

View and post projects

Go to Accounting Link and select Posting > Batch Post Wizard.
From the Jump to dropdown, select Projects.
Select Post next to the appropriate item.
Alternatively, you can select multiple items from the list and select Post Selected.

The following Sage Construction Management project and prime contract information is posted:

Project number
Project title
Prime contract number
Prime contract subject

If a value exceeds the maximum number of allowed characters, Sage Construction Management posts a truncated version.

Project and prime contract numbers must consist of numbers only and must not begin with a zero. If you attempt to post a project or prime contract with leading zeros in their number, a warning message displays.

Next steps: After a project is posted to Sage 100 Contractor, do the following as needed:

If your Sage 100 Contractor instance is configured to categorize jobs by departments, you'll need to assign the department manually to the newly created job in Sage 100 Contractor after Sage Construction Management posts the prime contract.
Add the client to the newly created job in Sage 100 Contractor after Sage Construction Management posts the prime contract. The client in Sage 100 Contractor must exactly match the customer company specified on the prime contract in Sage Construction Management.
Enter the retainage held percentage manually in Sage 100 Contractor. For each invoice, the retainage held amount set in Sage 100 Contractor must match the one in Sage Construction Management.

View and post vendors with approved AP-related transactions

Go to Accounting Link and select Posting > Batch Post Wizard.
From the Jump to dropdown, select Vendors.
Select Post next to the appropriate item.
Alternatively, you can select multiple items from the list and select Post Selected.

View and post purchase orders (POs)

Go to Accounting Link and select Posting > Batch Post Wizard.
From the Jump to dropdown, select Purchase Orders.
Select Post next to the appropriate item.
Alternatively, you can select multiple items from the list and select Post Selected.

View and post subcontracts

Go to Accounting Link and select Posting > Batch Post Wizard.
From the Jump to dropdown, select Subcontracts.
Select Post next to the appropriate item.
Alternatively, you can select multiple items from the list and select Post Selected.

View and post subcontract change orders (SCOs)

Go to Accounting Link and select Posting > Batch Post Wizard.
From the Jump to dropdown, select SCOs.
Select Post next to the appropriate item.
Alternatively, you can select multiple items from the list and select Post Selected.

View and post bills

Before you post bills, ensure that the Ledger Account field is specified in Sage 100 Contractor for the vendor referenced on the bill. The ledger account must be a Cost of Goods Sold GL Account in Sage 100 Contractor.

Go to Accounting Link and select Posting > Batch Post Wizard.
From the Jump to dropdown, select Bills.
Select Post next to the appropriate item.
Alternatively, you can select multiple items from the list and select Post Selected.

View and post sub invoices

Before you post sub invoices, ensure that the Ledger Account field is specified in Sage 100 Contractor for the vendor referenced on the sub invoice. The ledger account must be a Cost of Goods Sold GL Account in Sage 100 Constructor.

Go to Accounting Link and select Posting > Batch Post Wizard.
From the Jump to dropdown, select Bills.
Select Post next to the appropriate item.
Alternatively, you can select multiple items from the list and select Post Selected.

You cannot post sub invoices that have billed retainage.

View and post labor timecards

To post labor timecards, you must enable the integration of labor timecards with Sage 100 Contractor using the Time Sheet tab in the Posting Preferences.

Go to Accounting Link and select Posting > Batch Post Wizard.
From the Jump to dropdown, select Labor Timecards.
Select Post next to the appropriate item.
Alternatively, you can select multiple items from the list and select Post Selected.

View and post change orders (COs)

Go to Accounting Link and select Posting > Batch Post Wizard.
From the Jump to dropdown, select COs.
Select Post next to the appropriate item.
Alternatively, you can select multiple items from the list and select Post Selected.

You cannot post prime invoices that have billed retainage.

You can also post the total of a prime invoice manually using the Actions > Post To Sage 100 Contractor option in the Prime Contract Invoice Information page.

View and post the total of approved prime invoices

Go to Accounting Link and select Posting > Batch Post Wizard.
From the Jump to dropdown, select Prime Invoice.
Select Post next to the appropriate item.
Alternatively, you can select multiple items from the list and select Post Selected.

View or download the posting preferences

Go to Accounting Link and select Posting > Batch Post Wizard.
Do the following as needed:
- To view the posting preferences in read-only format, select View Preferences.
- To download the posting preferences in DOCX format, select Print Preferences.