View miscellaneous expenses by export status

View miscellaneous expenses that have been exported and linked to a Xero record.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Misc. Expenses - Exported in the Sage CM Misc. Expenses section.

3. Specify the From Date and To Date as needed to filter the results by date.

View miscellaneous expenses that have been marked as exported but have not been linked to a Xero record.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Misc. Expenses - Mark as Exported in the Sage CM Misc. Expenses section.

3. Specify the From Date and To Date as needed to filter the results by date.

View approved miscellaneous expenses that are ready to be posted and those that failed to post.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Misc. Expenses - Not Posted or Failed in the Sage CM Misc. Expenses section.
3. Specify the From Date and To Date as needed to filter the results by date.

The Status column indicates whether the transaction has not been posted or failed to be posted. For detailed information on miscellaneous expenses that failed to be posted, including error messages and exceptions, open the Sync Log in the Sync tab.

View the discrepancies between the miscellaneous expenses on Sage Construction Management and those exported to Xero.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Misc. Expenses - Exported in the Sage CM Misc. Expenses section.

3. Select Discrepancy from the Posted Status dropdown.

4. Specify the From Date and To Date as needed to filter the results by date.

5. Optionally, select Export To Excel to export the list to an Excel file.

View miscellaneous expenses that are waiting to be processed for export.

1. Go to Accounting Link and select the Accounts Payable (AP) tab.

2. Select View Misc. Expenses - In Queue in the Sage CM Misc. Expenses section.