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cats:procedures:invoices:batchprocessing [2016/02/15 15:59] – amanda | cats:procedures:invoices:batchprocessing [2018/11/30 15:21] – [Invoice Batch Processing] amanda | ||
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=====Invoice Batch Processing===== | =====Invoice Batch Processing===== | ||
+ | {{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 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. | ||
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- | Filter the list by purchase or sales, pending or posted, include or exclude vendor invoice | + | Filter the list by: |
+ | * **Purchases** | ||
+ | * **Sales** | ||
+ | * **Pending (Unposted)/ | ||
+ | * **User ID** | ||
+ | * Include/ | ||
+ | * **Invoice Number Range** | ||
+ | * **Date Range** | ||
+ | <note important> | ||
[{{: | [{{: | ||
- | ====Batch Operations==== | ||
- | Use the checkboxes next to each invoice to select or exclude that invoice from the operations you will perform. Or, you can click on the Check/ | ||
- | |||
- | When you have the list as you want it, select a button on the bottom of the form to **Post**, **Print**, or **Delete** the list of invoices shown on this screen. | ||
- | |||
- | If this will affect many invoices, you will receive a warning as shown: | ||
- | [{{: | ||
- | |||
- | 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. | ||
- | |||
====Pending List and Report==== | ====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. | 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. | ||
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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 to be processed. | 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 to be processed. | ||
+ | |||
+ | ====Batch Operations - Post, Print, Delete==== | ||
+ | Use the checkboxes next to each invoice to select or exclude that invoice from the operations you will perform. Or, you can click on the Check/ | ||
+ | |||
+ | When you have the list as you want it, select a button on the bottom of the form to **Post**, **Print**, or **Delete** the list of invoices shown on this screen. | ||
+ | |||
+ | If this will affect many invoices, you will receive a warning as shown: | ||
+ | [{{: | ||
+ | |||
+ | 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. | ||
Click on the **Done** button to leave this area. | Click on the **Done** button to leave this area. | ||
[{{: | [{{: | ||
+ | |||
+ | |||
+ | {{tag>" |