Link a company manually in Sage Construction Management and Sage 50 Canada

If a customer or vendor was manually entered in both Sage Construction Management and Sage 50 Canada, the records must be linked before transactions such as bills or invoices can be exported. In this case you can manually link a company as an alternative to auto-linking.

1. In the Advanced Utilities section, select Manually Link Company.

2. In the Sage Construction Management Company field, enter at least three characters of the company name.

   The dropdown will automatically suggest matching results.

3. Select the Sage Construction Management company that needs to be manually linked from the dropdown.

4. Similarly, enter at least three characters in the Sage 50 Customer or Sage 50 Vendor field and select the matching company from the dropdown.

5. Select Link Company.