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Both sides previous revision Previous revision Next 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 | ||
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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. | ||
- | [{{: | + | [{{: |
Filter the list by: | Filter the list by: | ||
- | * **Purchases** | + | * **Invoice type** |
- | * **Sales** | + | * All: (no filter) |
- | * **Pending | + | |
- | * **User ID** | + | |
- | * Include/ | + | |
- | * **Invoice | + | |
- | * **Date Range** | + | * **Invoice status** |
- | Make your selections, then click **Update List** to see the list of invoices that match your selections. | + | * 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. | ||
+ | | ||
+ | | ||
+ | * **Invoice number range** filter the invoice listing by invoice number. | ||
+ | * **Invoice account** only show invoices | ||
+ | * **Invoice | ||
+ | * **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> | ||
[{{: | [{{: | ||
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[{{: | [{{: | ||
- | 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. |
[{{: | [{{: | ||
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