Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:invoices:batchprocessing [2016/02/16 15:29] – [Batch Operations] jen | cats:procedures:invoices:batchprocessing [2024/02/01 17:15] (current) – updated images and functionality tom | ||
---|---|---|---|
Line 1: | Line 1: | ||
=====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. | ||
Line 6: | Line 7: | ||
No invoices will be listed until you change the default filter settings. | No invoices will be listed until you change the default filter settings. | ||
- | [{{: | + | [{{: |
- | Filter the list by purchase | + | Filter the list by: |
+ | * **Invoice type** | ||
+ | * All: (no filter) | ||
+ | * Purchases: all purchase | ||
+ | * Sales: all sale invoices. | ||
+ | * Vendor: all vendor (non-inventory) charges. | ||
+ | * Non-Vendor Purchases: purchase | ||
+ | * **Invoice status** | ||
+ | * All: (no filter) | ||
+ | * Pending: un-posted invoices. | ||
+ | * Pending w/ No Amount: un-posted invoices that have no amount. | ||
+ | * Posted: invoices posted to the general ledger. | ||
+ | * Posted w/ Balance: invoices posted to the general ledger that have an unpaid balance. | ||
+ | * Errors: invoices with an incomplete posting state. | ||
+ | * **Invoice number range** filter the invoice listing by invoice number. | ||
+ | * **Invoice account** only show invoices for the specified account. | ||
+ | * **Invoice date** set a date range for the invoice listing. | ||
+ | * **Only invoices for my user ID:** only show invoices that were created/ | ||
+ | * **Show amounts in invoice currency** uncheck to show the invoice balance in the system' | ||
+ | <note important> | ||
[{{: | [{{: | ||
Line 32: | Line 52: | ||
[{{: | [{{: | ||
- | Select **Yes** to proceed or **No** to cancel. | + | Select **Yes** to proceed or **No** to cancel. |
- | Click on the **Done** button to leave this area. | + | Click on the **Close** button to leave this area. |
[{{: | [{{: | ||
{{tag>" | {{tag>" |