How do I update transactions to Project Accounting? (2024.05)
If you're flagging transactions for jobs in the Project Accounting application, you can update the flagged transactions use in the Project Accounting application.
When you add a job number to an invoice, the invoice is tied to the job and running Update to Project Accounting will update the invoice to the Project Accounting application.
This view was updated with a new look and feel in the 2024.02 release.
Updating transactions to Project Accounting
1. Open Connect Accounts Payable > Organization > Update Project Accounting.
2. Verify the posting period is correct.
3. Use the Print menu to select Report or No Report.
4. Do not select the checkbox titled Update Transactions That Have Already Been Updated.
5. Click GO (CTRL+G).
The transactions are updated to Project Accounting.
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