Accounts Payable (AP) tab functions
The Post Wizard can automatically send approved POs, bills, subcontracts, SCOs and sub invoices to Sage Intacct if the Sage Construction Management prime contract has been linked to a Sage Intacct job.
However, there can be scenarios where a transaction has been entered manually in both systems by accident and would need to be marked posted to avoid duplicates or a transaction needs to be unlinked so it can be posted again if modifications are required. All of these tasks can be performed using the functions provided in the Accounts Payable (AP) tab.
Accounts Payable (AP) functions
Sage CM POs
- View POs - Posted: View details of POs of Posted status and manage their functions:
- View POs - Marked As Posted: View details of POs of Marked as Posted status and manage their functions:
- View Not Posted POs: View details of POs of Not Posted status and manage their functions:
- View POs - Discrepancies: View details of POs with discrepancies and manage their functions:
- View POs - In Queue: View details of POs of In Queue status and remove them as needed:
Sage CM subcontracts
- View Subcontracts - Posted: View details of subcontracts of Posted status and manage their functions:
- View Subcontracts - Marked As Posted: View details of subcontracts of Marked as Posted status and manage their functions:
- View Not Posted Subcontracts: View details of subcontracts of Not Posted status and manage their functions:
- View Subcontracts - Discrepancies: View details of subcontracts with discrepancies and manage their functions:
- View Subcontracts - In Queue: View details of subcontracts of In Queue status and remove them as needed:
Sage CM bills
- View Bills - Posted: View details of bills of Posted status and manage their functions:
- View Bills - Marked As Posted: View details of bills of Marked as Posted status and manage their functions:
- View Not Posted Bills: View details of bills of Not Posted status and manage their functions:
- View Bills - Discrepancies: View details of bills with discrepancies and manage their functions:
- View Bills - In Queue: View details of bills of In Queue status and remove them as needed:
Sage CM PO COs
- View PO COs - Posted: View details of PO COs of Posted status and optionally unlink the selected PO COs.
- View PO COs - Marked As Posted: View details of PO COs of Marked as Posted status and optionally mark selected PO COs as available for post.
- View PO COs - Not Posted: View details of PO COs of Not Posted status and optionally mark selected PO COs as posted.
- View PO COs - Discrepancies: View details of PO COs that were posted with discrepancies in the amount in Sage Construction Management and the amount in Sage Intacct.
- View PO COs - Posting Failed: View details of PO COs that failed to get posted and optionally unlink the selected PO COs.
- View PO COs - In Queue: View details of PO COs of In Queue status and optionally delete them all.
Sage CM sub invoices
- View Sub Invoices - Posted: View details of sub invoices of Posted status and manage their functions:
- View Sub Invoices - Marked As Posted: View details of sub invoices of Marked as Posted status and manage their functions:
- View Not Posted Sub Invoices: View details of sub invoices of Not Posted status and manage their functions:
- View Sub Invoices - Discrepancies: View details of sub invoices with discrepancies and manage their functions:
- View Sub Invoices - In Queue: View details of sub invoices of In Queue status and remove them as needed:
Sage CM SCOs
- View SCOs - Posted: View details of SCOs of Posted status and manage their functions:
- View SCOs - Marked As Posted: View details of SCOs of Marked as Posted status and manage their functions:
- View Not Posted SCOs: View details of SCOs of Not Posted status and manage their functions:
- View SCOs - In Queue: View details of SCOs of In Queue status and remove them as needed: