Difference between revisions of "Batches Management"

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.

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 | class="navigationTitles" colspan="4" | Overview
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-| class="navigationTitles" colspan="4" | The Invoice search feature provide the ability to search for existing invoices that have been posted.
+| 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>&nbsp;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>&nbsp;Search for all posted invoices by Job Number.
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 | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Search for all posted invoices by Customer Name.
 |-
-| class="navigationTitles" colspan="4" | &nbsp;
+| colspan="4" | &nbsp;
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 | colspan="4" | [[File:BatchMgnt UpostInvoice 202411050554.jpg|BatchMgnt_UpostInvoice_202411050554.jpg]]