View COs - Not Posted

Important things to know

Approved COs that are unlinked to Sage Intacct projects appear in the Not Posted list and are available for posting in the Post Wizard.

Instructions

1. Select Accounting Link > Accounts Receivable (AR).
2. Click View COs - Not Posted in the Sage CM COs section.
   The COs Marked Posted page displays including the following details:

• Project #: The name of the project.

• Prime Contract #: The number of the prime contract.

• Issue Date: The date that the CO was issued.

• Document Number: The number of the document.

• Subject: The CO description.

• Vendor: The vendor's name.

• Amount: The CO amount.

3. Select a From Date and a To Date to filter the results if needed.

You can now mark selected COs as Posted.