Difference between revisions of "Batches Management"

Revision as of 10:44, 10 January 2023

BatchMgnt ccexpress.png
Navigation
Select Invoices > Batches/Search
Overview
• Use the New Batch button to create a new batch
• The Options drop-list provides access to other form features.
• Comments can be added to batches.
• Marking the Private checkbox will make the batch private.


Overview
Search for existing invoices.


Overview
The Invoice Result Grid display the invoices that are assigned to the batch.
• Use the Batch List button to return to the batch list.
• 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 - Unpost Invoices
Desc Here

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 | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Comments can be added to batches.
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 | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Marking the Private checkbox will make the batch private.
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 | class="navigationTitles" colspan="4" | Overview
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-| colspan="4" style="width: 265px;" | Desc Here
+| colspan="4" style="width: 265px;" | Search for existing invoices.
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