View Prime Invoices - Marked as Posted

Important things to know

Prime Invoices that are Marked as Posted will not appear in the Post Wizard along with their corresponding transactions. This function is applicable when test or old projects are entered in Sage Construction Management and should not be sent to the accounting system.

Instructions

  1. Select Accounting Link > Accounts Receivable (AR).
  2. Click View Prime Invoices - Marked as Posted in the Sage CM Prime Invoices section.
    The Prime Invoices - Marked as Posted page displays including the following details:
    • Project #: The name of the project.
    • Prime Contract #: The number of the prime contract.
    • Prime Contract Subject: The subject of the prime contract.
    • Customer: The customer name.
    • Issue Date: The date that the prime invoice was issued.
    • Prime Invoice #: The number of the prime invoice.
    • Amount: The prime invoice amount.
    • Marked Posted On: The date that the prime invoice was posted.

    You can now mark the required prime invoices as available for post.