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cats:procedures:invoices:batchprocessing [2015/06/30 19:19] – created amanda | cats:procedures:invoices:batchprocessing [2018/11/30 15:21] – [Invoice Batch Processing] amanda | ||
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=====Invoice Batch Processing===== | =====Invoice Batch Processing===== | ||
- | Use Batch Processing to print, post and delete multiple invoices at once. Use the **Invoicing > Batch Processing** menu choice to access | + | {{entry> |
+ | Use Batch Processing to print, post and delete multiple invoices at once. A report of pending invoices is also available from this area. You can set up your user rights so that no user can post an invoice directly after printing, but a supervisor can print and post all invoices using this feature. | ||
+ | Use the **Invoicing > Batch Processing** menu choice to access this feature. | ||
+ | [{{: | ||
- | Filter the list by purchase or sales, pending or posted, include or exclude vendor invoice | + | No invoices will be listed until you change the default filter settings. |
+ | [{{: | ||
+ | |||
+ | Filter the list by: | ||
+ | * **Purchases** | ||
+ | * **Sales** | ||
+ | * **Pending (Unposted)/ | ||
+ | * **User ID** | ||
+ | * Include/ | ||
+ | * **Invoice Number Range** | ||
+ | * **Date Range** | ||
+ | <note important> | ||
+ | [{{: | ||
+ | ====Pending List and Report==== | ||
+ | To print a list of pending or posted invoices, click the **Print Report…** button. A box will pop up prompting you to choose some simple options for this report. | ||
+ | [{{: | ||
+ | Choose pending or posted and how to order the list, then pick Print. | ||
- | Batch Operations: | + | Select an output option (screen |
- | Use the checkboxes next to each invoice to select | + | [{{: |
- | When you have the list as you want it, select | + | The report will print for your review. It is especially useful to print a report |
+ | [{{: | ||
- | If this will affect many invoices, you will receive a warning as shown: | + | Click on the printer icon to print or click the X in the top right corner to close the report. You will return to the list of invoices |
- | + | ||
- | Select Yes to proceed or No to cancel. If you are choosing to print many invoices, this may take a minute and may cause many windows to pop up on your screen (if you chose to print to PDF or Open As Document) or many documents to print from the printer. | + | ====Batch Operations - Post, Print, Delete==== |
+ | Use the checkboxes next to each invoice | ||
- | Pending List: | + | When you have the list as you want it, select a button |
- | To print a list of pending or posted invoices, click the “Print Report…” | + | |
- | Choose pending or posted and how to order the list, then pick Print. Select an output option (screen or printer) and pick Continue. | + | If this will affect many invoices, you will receive a warning as shown: |
+ | [{{: | ||
- | The report will print for your review. It is especially useful | + | Select **Yes** to proceed or **No** to cancel. If you are choosing |
- | + | ||
+ | Click on the **Done** button to leave this area. | ||
+ | [{{: | ||
- | Click on the Done button to leave this area. | ||
+ | {{tag>" |