Unlink Accounts Payable (AP) transactions
Exported transactions can be unlinked when substantial updates are required. In these cases, unlinking allows the transaction to be corrected and then re‑exported accurately to Xero. You’ll also need to delete the original transaction in Xero to prevent duplicates.
-
Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select View Bills - Exported in the Sage CM Bills section.
-
Specify the From Date and To Date as needed to filter the results by date.
- Select the bill to be unlinked.
- Select Unlink Selected Records.
-
Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select View Sub Invoices - Posted in the Sage CM Sub Invoices section.
-
Specify the From Date and To Date as needed to filter the results by date.
- Select the sub invoice to be unlinked.
- Select Unlink Selected Records.
-
Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select View Misc. Expenses - Exported in the Sage CM Misc. Expenses section.
-
Specify the From Date and To Date as needed to filter the results by date.
- Select the miscellaneous expense transaction to be unlinked.
- Select Unlink Selected Records.