View linked vendors

Important things to know

  • Vendors can be unlinked in the View Linked Vendors page. This is applicable if a Sage Construction Management company was manually linked to the wrong Sage Intacct vendor.

Instructions

  1. Select the Contact Management tab.
  2. Navigate to the Linked Companies and Employees section.
  3. Click View Linked Vendors within the section.
  4. Optional. To unlink Vendors:
    1. Select the Vendor to be unlinked by clicking the checkbox on the left.
    2. Click Unlink Selected Vendors.