cats:procedures:invoices:batchprocessing

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cats:procedures:invoices:batchprocessing [2018/11/30 15:20] – [Invoice Batch Processing] amandacats:procedures:invoices:batchprocessing [2024/02/01 17:15] (current) – updated images and functionality tom
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 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. 
-  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 wNo Amount: un-posted invoices that have no amount. 
 +    * Posted: invoices posted to the general ledger. 
 +    Posted wBalance: 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}}] [{{:cats:procedures:invoices:batchprocessing_updatelist.png|Update List of Batch Invoices}}]
    
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 [{{: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 Documentor 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"}}
  • cats/procedures/invoices/batchprocessing.1543591218.txt.gz
  • Last modified: 2018/11/30 15:20
  • by amanda