Overview of Send to Accounting

TheSend to Accounting screen performs the following functions:

• Sends issued budget amounts to the integrated Accounting Job Cost system.

• Sends and posts issued purchase order commitments to the integrated Accounting Job Cost system.

• Sends and posts invoices for approved purchase orders to the integrated Accounting Job Cost/Accounts Payable system.

To access the Send to Accounting screen:

1. From the Purchasing or Payments menu, selectSend to Accounting.

2. • Or, click the Send to Accounting icon in the Purchasing or Payments toolbar.

2. The following links contain step-by-step instructions for procedures performed in the Send to Accounting screen.

Send Budgets to Job Cost

Send Purchase Orders to Job Cost

Edit Purchase Order

Change Supplier for Purchase Order

Delete Purchase Order in Send to Accounting

Send Invoices to Accounts Payable

Un-approve Invoices

Correcting Import and Posting Errors

Creating STO Macros for Send to Accounting