Advanced Utilities

Project and prime contracts:

• Unlink a project and prime contract that has been exported to Sage 50 Canada

  A prime contact can be unlinked if it needs to be re-exported or manually linked to another project.

• Mark a project and prime contract as exported
• Remove a project and prime contract from the Marked As Exported list

Bills and sub invoices:

The Sync wizard can automatically export bills and subcontract invoices to the Sage 50 Canada Accounts Payable invoice feature when the prime contract is linked to a project.

In some scenarios, however, a transaction may have been entered manually in both systems and must be marked as exported to prevent duplicate records. In other cases, a transaction may need to be unlinked so it can be exported again after modifications are made.

• Unlink a bill or sub invoice that has been exported to Sage 50 Canada
• Mark a bill or sub invoice as exported
• Remove a bill or sub invoice from the Marked As Exported list

Prime contract invoices:

Project managers typically enter prime contract invoices (client invoices) in Sage Construction Management and then export them to the Sage 50 Canada Accounts Receivable invoice feature using the Sync wizard.

Similar to Accounts Payable transactions, these invoices may need to be unlinked or marked as exported, depending on the situation.

• Unlink a prime invoice that has been exported to Sage 50 Canada
• Mark a prime invoice as exported
• Remove a prime invoice from the Marked As Exported list