cats:procedures:invoices:batchprocessing

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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.

Accessing the Invoice Batch Processing Area

No invoices will be listed until you change the default filter settings.

Default Options - No Invoices Listed

Filter the list by purchase or sales, pending or posted, include or exclude vendor invoice (or see only vendor invoices), user ID, and date. Make your selections, then pick Update List to see the list of invoices that match your selections.

Update List of Batch Invoices

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.

Pending Report Options

Choose pending or posted and how to order the list, then pick Print.

Select an output option (screen or printer) and pick Continue.

Pending Report Output Options

The report will print for your review. It is especially useful to print a report of pending invoices for approval before they are posted.

Pending Report On Screen Output

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/Uncheck all box to pick or unpick the entire list.

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:

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.

Click on the Done button to leave this area.

Select Done to Exit
  • cats/procedures/invoices/batchprocessing.1513653661.txt.gz
  • Last modified: 2017/12/19 03:21
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