Set the posting preferences

It’s important for accounting staff to review the AccountingLink posting preferences as this will determine how information flows between Sage Construction Management and Sage 100 Contractor. The links below provide details for each module.

The information in the dropdown lists in Posting Preferences refreshes every 30 minutes, so updates to the list contents do not show up right away.

Set the following preferences:
- Contact Management preferences, including customers, vendors, and employees.
- Resource types and cost codes preferences.
- Accounts Payable (AP) preferences.
- Accounts Receivable (AR) preferences.
- Time sheet preferences.
- Job To Date (JTD) costs preferences.
- Tax codes preferences.
Select Save.

If you select Disconnect From Sage 100 Contractor, a double confirmation prompt appears to ensure that the selection was intentional, as all posting preferences will be permanently wiped.