Differences

This shows you the differences between two versions of the page.

--- cats:procedures:invoices:batchprocessing [2018/11/30 15:20] – [Invoice Batch Processing] amanda
+++ cats:procedures:invoices:batchprocessing [2024/02/01 17:15] (current) – updated images and functionality tom
@@ Line 7: / Line 7: @@
 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:
-  * Purchases
+  * **Invoice type**
-  * Sales
+    * All: (no filter)
-  * Pending (Unposted)/Posted
+    * Purchases: all purchase invoices.
-  * Include/Exclude Vendor invoices (or see ONLY Vendor invoices)
+    * Sales: all sale invoices.
-  * User ID
+    * Vendor: all vendor (non-inventory) charges.
-  * Date
+    * Non-Vendor Purchases: purchase invoices excluding vendor charges.
-Make your selections, then click **Update List** to see the list of invoices that match your selections.
+  * **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>
 [{{:cats:procedures:invoices:batchprocessing_updatelist.png|Update List of Batch Invoices}}]
@@ Line 40: / Line 52: @@
 [{{: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}}]
 {{tag>"invoice batch processing"}}