Difference between revisions of "Batches Management"
Jump to navigation
Jump to search
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| (17 intermediate revisions by the same user not shown) | |||
| Line 2: | Line 2: | ||
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | ||
|- | |- | ||
| − | | colspan="4" | [[File:BatchMgnt | + | | colspan="4" | [[File:BatchMgnt 202411050545.jpg|BatchMgnt_202411050545.jpg]] |
|- | |- | ||
| class="navigationTitles" colspan="4" | Navigation | | class="navigationTitles" colspan="4" | Navigation | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Select Invoices > Batches/Search |
|- | |- | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Invoice Result Grid display the invoices that are assigned to the batch. |
|- | |- | ||
| − | | 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. |
|- | |- | ||
| − | | 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. |
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the New Batch button to create a new batch |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | colspan="4" | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Results button to return to the batch list. |
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Add button to add a new batch. |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Add Invoice button to add a new invoice to the batch. |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Select View in the Results Grid to view or edit the invoice. |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Select Remove in the Results Grid to remove the invoice. |
|- | |- | ||
| | | | ||
| Line 36: | Line 33: | ||
| | | | ||
|- | |- | ||
| − | | | + | | colspan="4" | [[File:BatchesSearchInv ccexpress.png|BatchesSearchInv ccexpress.png]] |
| − | | | + | |- |
| − | | | + | | class="navigationTitles" colspan="4" | Overview |
| − | | | + | |- |
| + | | colspan="4" | The Invoice search feature provide the ability to search for existing invoices that have been posted. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the invoice number to search for a specific invoice. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Search for all posted invoices by Job Number. | ||
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Search for all posted invoices by Customer Name. |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="4" | |
| − | |||
| − | |||
| − | | | ||
|- | |- | ||
| − | | | + | | colspan="4" | [[File:BatchMgnt UpostInvoice 202411050554.jpg|BatchMgnt_UpostInvoice_202411050554.jpg]] |
| − | | | ||
| − | | | ||
| − | |||
|- | |- | ||
| | | | ||
| Line 63: | Line 56: | ||
| class="navigationTitles" colspan="4" | Overview - Unpost Invoices | | class="navigationTitles" colspan="4" | Overview - Unpost Invoices | ||
|- | |- | ||
| − | | 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. |
| − | |||
| − | |||
| − | |||
| − | |||
|- | |- | ||
| | | | ||
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. | |||
