Accounts Receivable (AR) Tab Functions

The Sage Construction Management Post Wizard can automatically send approved COs and Prime Invoices to Sage Intacct if the 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 As Posted' to avoid duplicates or a client invoice needs to be unlinked so it can be posted again if modifications are required. All of these functions can be performed in the Accounts Receivable (AR) Tab as listed below.

Accounts Receivable (AR) related functions

Sage CM COs

• View COs - Posted: View details of COs of Posted status and manage their functions:
  • Unlink Selected COs.
• View COs - Marked As Posted: View details of COs of Marked as Posted status and manage their functions:
  • Mark COs as available for post.
• View Not Posted COs: View details of COs of Not Posted status and manage their functions:
  • Mark Selected COs as Posted.
• View COs - Discrepancies: View details of COs with discrepancies and manage their functions:

  • Remove COs with discrepancies.

• View COs - In Queue: View details of In Queue COs and delete them:

  • Delete all In Queue COs.

Sage CM Prime Invoices

• View Prime Invoices - Posted: View details of Prime Invoices of Posted status and manage their functions:
  • Unlink Selected Prime Invoices.
• View Prime Invoices - Marked As Posted: View details of COs of Marked as Posted status and manage their functions:
  • Mark Prime Invoices as available for post.
• View Not Posted COs: View details of Prime Invoices of Not Posted status and manage their functions:
  • Mark Selected Prime Invoices as Posted.
• View Prime Invoices - Discrepancies: View details of Prime Invoices with discrepancies and manage their functions:
  • Permanently remove Prime Invoices with Discrepancies.
• View Prime Invoices - In Queue: View details of COs of In Queue status and remove them as needed:
  • Delete all In Queue Prime Invoices.