Lock or unlock a subcontract invoice manually
Before you begin
-
Log in to Sage Construction Management as an Administrator.
-
Sage Construction Management can be configured in Settings (
) > Company settings > Global settings to lock subcontract invoices automatically after they're exported to an accounting system through the AccountingLink.
- Log in to Sage Construction Management as an Administrator.
- Go to Projects and select the appropriate project in the Quick Select section.
- On the Project Home page, select Sub Invoices in the Procurement section.
- Select the subcontract invoice number from the list.
- In the Billable, Approval and Lock Status section, do the following as needed:
- To lock the subcontract invoice, select the Locked checkbox.
- To unlock the subcontract invoice, clear the Locked checkbox.
- In the dialog, select OK to confirm your action.
If a subcontract invoice has been exported to an accounting system, unlocking it is temporary. After you save the form and return to the subcontract invoice list, the transaction is automatically locked again.