View Batch Post Wizard

The Batch Post Wizard identifies new customers, vendors, and related transactions that should be posted to Sage Intacct. It provides accounting staff complete control to post companies and transactions.

1. Select the Posting tab in the AccountingLink.
2. Click Batch Post Wizard.
3. Select what should be posted from the Jump to dropdown and open the Batch Post Wizard for the selected item:
   • Projects > Sage CM Approved Projects | Primes ready for Posting:
   • Vendors > Sage CM Vendors ready for Posting:
   • Purchase Orders > Sage CM Purchase Orders ready for Posting:
   • Subcontracts > Sage CM Subcontracts ready for Posting
   • SCOs > Sage CM SCOs ready for Posting
   • Bills > Sage CM Bills ready for Posting
   • Sub Invoices > Sage CM Sub Invoices ready for Posting
   • Change Orders > Sage CM Change Orders ready for Posting
   • Prime Invoices > Sage CM Prime Invoice ready for Posting
   • Labor Timecards > Sage CM Labor Timecards ready for Posting
   • Equipment Timecards > Sage CM Equipment Timecards ready for Posting
   • Misc. Expenses > Sage CM Misc. Expenses ready for Posting
4. Click Post on the right of the item you need to post.
5. To post more than one items, select the checkboxes on the left of the items that you need to post and click Post Selected.