View prime invoices by posting status

View a list of prime invoices that have been posted and linked to a Xero record.

1. Go to Accounting Link and select the Accounts Receivable (AR) tab.
2. Select View Prime Invoices - Posted in the Sage CM Prime Invoices section.
3. Specify the From Date and To Date as needed to filter the results by date.

View a list of prime invoices that have been marked as posted but have not been linked to a Xero record.

1. Go to Accounting Link and select the Accounts Receivable (AR) tab.
2. Select View Prime Invoices - Marked as Posted in the Sage CM Prime Invoices section.
3. Specify the From Date and To Date as needed to filter the results by date.

View a list of approved prime invoices that are ready to be posted and those that failed to post.

1. Go to Accounting Link and select the Accounts Receivable (AR) tab.
2. Select View Prime Invoices - Not Posted or Failed in the Sage CM Prime Invoices 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 prime invoices that failed to be posted, including error messages and exceptions, open the Sync Log in the Sync tab.

View a list of prime invoices that have partially been processed for posting and are still in progress.

1. Go to Accounting Link and select the Accounts Receivable (AR) tab.
2. Select View Prime Invoices - Discrepancies in the Sage CM Prime Invoices section.
3. Specify the From Date and To Date as needed to filter the results by date.
4. Optionally, select Export To Excel to export the list to an Excel file.

View a list of prime invoices that are waiting to be processed for posting.

1. Go to Accounting Link and select the Accounts Receivable (AR) tab.
2. Select View Prime Invoices - In Queue in the Sage CM Prime Invoices section.