View ERP Job to Date

You can view the Job to Date (JTD) cost details retrieved from Sage Intacct for a project.

Before you begin

AccountingLink must be configured with one of the following accounting systems:

• Sage Intacct

• Sage 300 Construction and Real Estate

• Sage 100 Contractor

View Job to Date cost details

1. Go to Projects and select the appropriate project from the Select Project to View Details dropdown.
2. Select the ERP Job To Date link under the selected accounting system's section.

Alternatively, select Procurement Overview > ERP JTD Cost Details.

The JTD Cost Details page provides a list with the JTD cost details retrieved from the accounting system for the project.

3. You can do the following:

   • To refine the results, go to the Filters and select one or more of the available options.

   • To include additional columns in the table, go to Columns and select the appropriate options.

   • For Sage Intacct, to view additional information for an item, such as transaction information, classifications, dates, and payment status, select the GL Document Ref of the item.