Flagging Payment Application Files for Export

The Subcontractor Payment Application Exported column indicates whether or not a record was previously sent to the ERP. A selected record indicates that the record was sent, and will not be included in the next export file. Deselected tick boxes indicate the record will be included in the next export file generated.

To flag a file for export on the Managing Accounting Exports page:

  1. Navigate to the Manage Accounting Exports Page
  2. In the column for a Subcontractor file, either:
    • Choose Select All in a column header to select all available files
    • Select the tick box in a file row to select an individual payment application file.

    To remove files flagged for export, choose Unselect All or deselect the tick box in a file row.

  3. Select the Save Changes button.

    A Status page displays, confirming the export flags have been updated and saved.