Post prime invoices

You can now post prime invoices and manage their posting status.

Details

The Sage Construction Management posting wizard can automatically send approved prime invoices to Sage 300 Construction and Real Estate if the prime contract has been linked to Sage 300 Construction and Real Estate. However, there can be scenarios where a transaction has been entered manually in both systems by accident and would need to be 'Marked As Posted' to avoid duplicates or a client invoice needs to be unlinked so it can be posted again if modifications are required. All of these functions can be performed in the Accounts Receivable (AR) Tab.

How it works

To post prime invoices:

1. Select Accounting Link > Accounts Receivable (AR).

2. Select the links at the Sage CM Prime Invoices section.

3. Select one or more prime invoices from the list and select Post Selected.

To view details of prime invoices and manage their functions:

1. Select Accounting Link > Accounts Receivable (AR).

2. Select the required links at the Sage CM Prime Invoices section:

   • View Prime Invoices - Posted: View details of posted prime invoices and select the ones you need to unlink.

   • View Prime Invoices - Marked As Posted: View details of marked as posted prime invoices and mark them as available for post.

   • View Not Posted COs: View details of not posted prime invoices select the ones you need to mark as posted.