View Prime Invoices - Not Posted

Important things to know

  • Approved Prime Invoices 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 Payable (AP).
  2. Click View Primes Invoices - Posted in the Sage CM Prime Invoices section.
    The Prime Invoices Marked 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.

    • Issue Date: The date the prime invoice was issued.

    • Amount: The prime invoice amount.

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

You can now mark selected prime invoices as posted.