View not posted or failed transactions

The View Not Posted function has been enhanced and renamed to View Not Posted or Failed, allowing you to see transactions that are either not posted or have failed to post. This update provides greater visibility into transaction statuses, helping you identify and resolve issues more quickly.

Details

This enhancement applies to all the transactions under the following tabs in the AccountingLink:

• Projects, Estimates & Contracts

• Accounts Payable (AP)

• Accounts Receivable (AR)

How it works

1. Go to Accounting Link and select one of the following tabs as needed:

   • Projects, Estimates & Contracts

   • Accounts Payable (AP)

   • Accounts Receivable (AR)

2. Select the View Not Posted or Failed function in the appropriate section.

   For example, in the Accounts Receivable (AR), select View COs - Not Posted or Failed in the Sage CM COs section.

   The Status column indicates whether the transaction has not been posted or failed to be posted.