Lock or unlock prime contract invoices

Lock or unlock a prime contract invoice manually

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Prime Invoices in the Client Contract Admin section.
3. Select the appropriate prime invoice number from the list.
4. In the Approval and Lock Status section, select or clear the Locked checkbox as needed.
5. Select OK to confirm your changes.

Lock prime contract invoices automatically upon export

You can configure Sage Construction Management to lock prime contract invoices automatically when they are exported to an accounting system through AccountingLink.

To turn on this feature, go to Settings > Company settings > Global settings and select Lock Exported Transactions from the Transaction Locking dropdown.