How to clear transactions in Manage before beginning to transfer using Mobius Connect

If you do not have any transactions in Manage that you have already exported to an accounting package, you can skip this section.


If you currently have transactions in Manage that you have either manually created in Sage 50 (or otherwise accounted for in some accounting software, and therefore have no need to account for them in Sage 50), you will not want the integration application to export those transactions into Sage again. 


To remove unnecessary records from Manage so that the integration does not attempt to export them, navigate to the Finance > Accounting Interface. Go to the Unposted tab to remove unnecessary records. Select the transactions, then click "Actions" > "Remove Records".

       


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