Both sides previous revision Previous revision | |
cats:procedures:invoices:batchprocessing [2018/11/30 15:21] – [Invoice Batch Processing] amanda | cats:procedures:invoices:batchprocessing [2024/02/01 17:15] (current) – updated images and functionality tom |
---|
| |
No invoices will be listed until you change the default filter settings. | No invoices will be listed until you change the default filter settings. |
[{{:cats:procedures:invoices:batchprocessing_defaultoptions.png|Default Options - No Invoices Listed}}] | [{{:cats:procedures:invoices:batchprocessing_defaultoptions.gif|Default Options - No Invoices Listed}}] |
| |
Filter the list by: | Filter the list by: |
* **Purchases** | * **Invoice type** |
* **Sales** | * All: (no filter) |
* **Pending (Unposted)/Posted** | * Purchases: all purchase invoices. |
* **User ID** | * Sales: all sale invoices. |
* Include/Exclude **Vendor** invoices (or see only Vendor invoices) | * Vendor: all vendor (non-inventory) charges. |
* **Invoice Number Range** | * Non-Vendor Purchases: purchase invoices excluding vendor charges. |
* **Date Range** | * **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/posted by you. |
| * **Show amounts in invoice currency** uncheck to show the invoice balance in the system's default currency. |
<note important>Make your selections, then click **Update List** to see the list of invoices that match your selections.</note> | <note important>Make your selections, then click **Update List** to see the list of invoices that match your selections.</note> |
[{{:cats:procedures:invoices:batchprocessing_updatelist.png|Update List of Batch Invoices}}] | [{{:cats:procedures:invoices:batchprocessing_updatelist.png|Update List of Batch Invoices}}] |
[{{:cats:procedures:invoices:batchprocessing_largenumberyesno.png|Proceed with Process on Large Number of Invoices}}] | [{{:cats:procedures:invoices:batchprocessing_largenumberyesno.png|Proceed with Process on Large Number 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. | Select **Yes** to proceed or **No** to cancel. Be careful when working with many invoices, the operation may take some time and may cause many windows to pop up on your screen (e.g. printing to PDF or Word). |
| |
Click on the **Done** button to leave this area. | Click on the **Close** button to leave this area. |
[{{:cats:procedures:invoices:batchprocessing_donebutton.png|Select Done to Exit}}] | [{{:cats:procedures:invoices:batchprocessing_donebutton.png|Select Done to Exit}}] |
| |
| |
{{tag>"invoice batch processing"}} | {{tag>"invoice batch processing"}} |