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 posted to avoid duplicates. In other scenarios, there can be a client invoice that 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 Receivable (AR) tab.
Accounts Receivable (AR) functions
Sage CM COs
- View COs - Posted: View details of COs of Posted status and manage their functions:
- View COs - Marked As Posted: View details of COs of Marked as Posted status and manage their functions:
- View Not Posted COs: View details of COs of Not Posted status and manage their functions:
- View COs - Discrepancies: View details of COs with discrepancies and manage their functions:
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View COs - In Queue: View details of In Queue COs and delete them:
Sage CM Prime Invoices
- View Prime Invoices - Posted: View details of Prime Invoices of Posted status and manage their functions:
- View Prime Invoices - Marked As Posted: View details of COs of Marked as Posted status and manage their functions:
- View Not Posted COs: View details of Prime Invoices of Not Posted status and manage their functions:
- View Prime Invoices - Discrepancies: View details of Prime Invoices with discrepancies and manage their functions:
- View Prime Invoices - In Queue: View details of COs of In Queue status and remove them as needed: