Unlink a Misc. Expenses

Important things to know

Posted Misc. Expenses can be unlinked in case a Misc. Expenses has been manually linked to the wrong project, or if significant changes need to be made to the transaction, which should be then re-Posted to Sage Intacct. This also requires deleting the original transaction in Sage Intacct to prevent duplicates.

Instructions

1. Select Accounting Link > Time & Expenses.
2. Click View Posted in the Sage CM Misc. Expenses section.
3. Select the checkbox for the Misc. Expenses to be unlinked.
4. Click Unlink Selected Sub Misc. Expenses.