Unlink a Bill

Important things to know

• Posted Bills can be unlinked in case a Bill has been manually linked to the wrong project.
• Posted Bills are also unlinked if significant changes need to be made to the transaction, which should be then re-Posted to Sage Intacct. This also requires deleting the original transaction in Sage Intacct to prevent duplicates.

Instructions

1. Select Accounting Link > Accounts Payable (AP).
2. Click View Bills - Posted in the Sage CM Bills section.
3. Select the checkbox for the Bill to be unlinked.
4. Click Unlink Selected Bills.
   The following warning message appears in the Accounting Status section of transactions that have been unlinked:

   Warning: Transaction has been unlinked so be sure to delete the corresponding record in the accounting system prior to reposting to avoid any duplicates.