The Export Detail Report is a great resource to use as a "checklist" to help locating the invoices that seemed to get "stuck".

Sage 100 Contractor and Sage 300 Construction and Real Estate:

1. Open the Invoice Manager under APFlow.
2. On the upper-right corner of the Invoice Manager window, change the drop-down status menu to Approved.  If the invoice is already Approved, skip to step 3.
   a. If the invoice is not under Approved status, change the dropdown to Non-Exported.
   b. Click the Revoke Routing button, and click OK through the warning.
   c. Set the status in Invoice Manager to Incomplete.
   d. Highlight the invoice and click Approve, click OK through the warning.
3. Locate the invoice(s) that were already exported to Sage 100 Contractor or Sage 300 Construction and Real Estate. Click one time on the invoice to highlight it.
   • Note: You can select multiple invoices (if necessary) by holding down the CTRL key on your keyboard while selecting each invoice from the list.
4. Once the invoice(s) have been highlighted on the left, click the Set To Exported button on the right.
5. Once you click on Set To Exported, a pop window may appear with the following message: "The selected invoices have not been exported to your accounting system. Are you sure you want to change their status to reflect as exported?"
   • If you select No or Cancel, the process is canceled.
6. Select Yes. The statuses for the invoices chosen in step 3 will be changed to 'exported', and these invoices will be cleared from the "Export" window under APFlow Administration.
7. Restart Sage Paperless Construction.

 

For Sage 300 Construction and Real Estate - Only if the steps above do not work:

To have these invoices indicated as Exported you can also export them to a file and then not import that file into Sage Accounting.

To export to a file when you are using the live Push option you will need to turn that feature off before creating the file and immediately turn it back on after you have created the file. Have an AP Admin follow these steps to turn this feature off and back on while no other Sage Paperless Construction users will be exporting invoices.

Note: Perform this function with no other users working with exporting of invoices in Sage Paperless Construction. This setting applies to all exports, not just for the user who is performing these steps.

1. In Sage Paperless Construction open Manage APFlow.
2. Select the Advanced tab.
3. Scroll down to the Export Path entry and enter a folder destination. This destination is essentially a 'junk' folder that you create for this purpose only.
4. Scroll down to the Use AP Invoice Push entry and change it to False.
5. Click OK.
6. Close Sage Paperless Construction and re-open Sage Paperless Construction for the change to be recognized.
7. Open Invoice Manager and in the top right select Approved for which invoices to view in the window.
   Note: You can only export invoices which are approved. If they are not in this list they must first be approved.
8. Select ONLY the invoices that need to be marked as Exported in Sage Paperless Construction as they already exist in AP.
9. At the bottom of the Invoice Manager window note the Filename and Folder specified, make sure this is a valid path for you to create the export file. This file is where the information for the selected invoices will go.
10. Click Export.
11. Specify the Accounting date to use for the invoices.
12. Click OK.
13. Click OK.
14. Go back to Manage APFlow.
15. Select the Advanced tab.
16. Clear the path that was entered in Export Path.
17. Scroll down to the Use AP Invoice Push entry and change back to True.
18. Close Sage Paperless Construction.