Unlink a CO

Important things to know

Posted COs can be unlinked in case a CO has been manually linked to the wrong project, or 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 Receivable (AR).
2. Click View COs - Posted in the Sage CM COs section.
3. Select the checkbox for the CO to be unlinked.
4. Click Unlink Selected COs > OK > Close.
   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.