Difference between revisions of "Batches Management"
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | ||
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| − | | colspan="4" | [[File:BatchMgnt | + | | colspan="4" | [[File:BatchMgnt 202411050545.jpg|BatchMgnt_202411050545.jpg]] |
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| class="navigationTitles" colspan="4" | Navigation | | class="navigationTitles" colspan="4" | Navigation | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Invoice Result Grid display the invoices that are assigned to the batch. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Comments can be added to batches. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> The Options drop-list provides access to other form features. |
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the New Batch button to create a new batch | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Results button to return to the batch list. | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Add button to add a new batch. | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Add Invoice button to add a new invoice to the batch. | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Select View in the Results Grid to view or edit the invoice. | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Select Remove in the Results Grid to remove the invoice. | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4 | + | | colspan="4" | The Invoice search feature provide the ability to search for existing invoices that have been posted. |
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| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the invoice number to search for a specific invoice. |
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| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Search for all posted invoices by Job Number. |
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| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Search for all posted invoices by Customer Name. |
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| − | | | + | | colspan="4" | |
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| − | | | + | | colspan="4" | [[File:BatchMgnt UpostInvoice 202411050554.jpg|BatchMgnt_UpostInvoice_202411050554.jpg]] |
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| class="navigationTitles" colspan="4" | Overview - Unpost Invoices | | class="navigationTitles" colspan="4" | Overview - Unpost Invoices | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Posted invoices can be unposted. Invoices have to be unposted one at a time. A full batch cannot be unposted. |
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Latest revision as of 08:06, 5 November 2024
| |||
| Navigation | |||
| Select Invoices > Batches/Search | |||
| Overview | |||
| The Invoice Result Grid display the invoices that are assigned to the batch. | |||
| • Comments can be added to batches. | |||
| • The Options drop-list provides access to other form features. | |||
| • Use the New Batch button to create a new batch | |||
| • Use the Results button to return to the batch list. | |||
| • Use the Add button to add a new batch. | |||
| • Use the Add Invoice button to add a new invoice to the batch. | |||
| • Select View in the Results Grid to view or edit the invoice. | |||
| • Select Remove in the Results Grid to remove the invoice. | |||
| |||
| Overview | |||
| The Invoice search feature provide the ability to search for existing invoices that have been posted. | |||
| • Use the invoice number to search for a specific invoice. | |||
| • Search for all posted invoices by Job Number. | |||
| • Search for all posted invoices by Customer Name. | |||
| |||
| Overview - Unpost Invoices | |||
| Posted invoices can be unposted. Invoices have to be unposted one at a time. A full batch cannot be unposted. | |||
