Current Transactions - Revision history

Pinvoicer at 00:51, 21 July 2020

2020-07-21T00:51:02Z

Pinvoicer: /* How to Use */

2020-03-11T04:55:34Z

How to Use

Pinvoicer: /* How to Use */

2020-03-11T04:51:09Z

How to Use

Pinvoicer: /* View Open/Closed Transactions */

2020-03-11T04:47:21Z

View Open/Closed Transactions

Pinvoicer: /* Approve An Invoice */

2020-03-11T04:46:44Z

Approve An Invoice

Pinvoicer: /* Approve An Invoice */

2020-03-11T04:43:06Z

Approve An Invoice

Pinvoicer: /* Approve An Invoice */

2020-03-11T04:42:36Z

Approve An Invoice

Pinvoicer: /* How to Use */

2020-03-11T04:41:17Z

How to Use

Pinvoicer: /* How to Use */

2020-03-11T04:38:32Z

How to Use

Pinvoicer: /* View Uninvoiced Transactions */

2020-03-11T04:35:53Z

View Uninvoiced Transactions

← Older revision		Revision as of 00:51, 21 July 2020
Line 38:		Line 38:


−	To see all ~~Uninviced~~ Transactions (irrespective of the period end) select ''~~Uninviced~~ Transactions'' dropdown box in the top left of the screen. Again, use the Open or Closed tab to filter between the two types.	+	To see all Uninvoiced Transactions (irrespective of the period end) select ''Uninvoiced Transactions'' dropdown box in the top left of the screen. Again, use the Open or Closed tab to filter between the two types.

@@ Line 84: / Line 84: @@
-From here, select the invoices that you wish to bulk approve and either click the <kbd>Approve</kbd> button - or if you wish to send the invoices at the same time, click the <kbd>Approve & Send</kbd> button.
+By clicking on the arrow down icon you can split the draft invoices down to each level.
-[[File:Bulk_invoice_approval.PNG |800px]]
+''Client Group Level'''
 =Related Pages=

← Older revision		Revision as of 04:51, 11 March 2020
Line 71:		Line 71:


−	~~[[File:Approve_invoice.PNG \|600px]]~~

		+	==To Approve All Invoices==


−	~~To '''bulk approve invoices''' - from the Current Transactions page - click on the <kbd>Bulk Approve Invoices</kbd> button.~~

		+	To '''bulk approve invoices''' - from the Current Transactions page - click on the <kbd>Approve All</kbd> button. The next screen allows for the following levels of invoices to be approved or approved and sent - if you just want to approve all at the entity level - click the <kbd>Approve</kbd> button or if you want to approve all and send click the <kbd>Approve & Send</kbd> button.

−	[[File:~~Bulk_approve_invoices~~.~~PNG~~\|800px]]	+
		+
		+
		+	[[File:PinvoiceR_-_Approve_All_Invoices_Entity_Level.png\|800px]]

← Older revision		Revision as of 04:47, 11 March 2020
Line 43:		Line 43:

	[[File:PinvoiceR_-_Uninvoiced_Transactions.png \|800px]]		[[File:PinvoiceR_-_Uninvoiced_Transactions.png \|800px]]
−
−
−

	==Approve An Invoice==		==Approve An Invoice==

← Older revision	Revision as of 04:46, 11 March 2020
Line 66:	Line 66:


−	+	Once approved, you can then email by clicking the ''Email PDF'' button. You can also attach documents (if not already attached when entering hours) but clicking on the <kbd>Attach Documents</kbd> button. If using online timesheets then these are attached but clicking the <kbd>Import Timesheets</kbd> button.
−
−

← Older revision		Revision as of 04:43, 11 March 2020
Line 53:		Line 53:
	To '''approve a single invoice''' click on the company or employee name (or Approve button) when looking at the Current Transactions.		To '''approve a single invoice''' click on the company or employee name (or Approve button) when looking at the Current Transactions.

		+	Once you have clicked on it, the next screen shows you all of the lines on that invoice - ie by clicking on any line from the Current Transactions screen you will see a draft invoice with all of the relevant invoice lines on it.

		+	The way that a draft invoice is created is that the system will look for all entered transactions for that billing location and that period ending. So by having [[Orders]] with the same [[Client Location]] it will automatically group transaction invoice rows together. If the order also has a Purchase Order number - eg different Orders have different purchase order numbers, then the system will create an invoice for each of the purchase orders.

−	~~[[File:PinvoiceR_-_Approve_Invoice.png \|800px]]~~

		+	To approve an invoice, first check that all of the invoice details are correct and then confirm that the Approve Invoice screen has the correct details (eg enter a Purchase Order # if you need one on the invoice and it has not been entered on the order already - or [[Edit Invoice Rows]] if you need to make adjustments) - then click the <kbd>Approve Invoice</kbd> button.


		+
		+	[[File:PinvoiceR_-_Approve_Invoice.png \|800px]]



−	Once you have clicked on it, the next screen shows you all of the lines on that invoice - ie by clicking on any line from the Current Transactions screen you will see a draft invoice with all of the relevant invoice lines on it.

−	The way that a draft invoice is created is that the system will look for all entered transactions for that billing location and that period ending. So by having [[Orders]] with the same [[Client Location]] it will automatically group transaction invoice rows together. If the order also has a Purchase Order number - eg different Orders have different purchase order numbers, then the system will create an invoice for each of the purchase orders.


−	To approve an invoice, first check that all of the invoice details are correct and then confirm that the Approve Invoice screen has the correct details (eg enter a Purchase Order # if you need one on the invoice and it has not been entered on the order already - or [[Edit Invoice Rows]] if you need to make adjustments) - then click the <kbd>Approve Invoice</kbd> button.

@@ Line 65: / Line 65: @@
 The way that a draft invoice is created is that the system will look for all entered transactions for that billing location and that period ending. So by having [[Orders]] with the same [[Client Location]] it will automatically group transaction invoice rows together. If the order also has a Purchase Order number - eg different Orders have different purchase order numbers, then the system will create an invoice for each of the purchase orders.
-[[File:draft invoice.PNG |800px]]
+[[File:PinvoiceR_-_View_Approved_Invoice.png |800px]]
 [[File:Approve_invoice.PNG |600px]]

@@ Line 7: / Line 7: @@
 ==View Open/Closed Transactions==
 Click on the <kbd>Invoices</kbd> and then the <kbd>Current Transactions</kbd> links to access.
 The screen will default to the most recent period ending and show Open transactions (if there are any) or Closed ones.
 When looking at the Current Transactions report, Open transactions are those that have been entered and the employees have not yet been paid (ie the batch has not been processed). Closed transactions are those where the batch has been processed - or if there is not a pay associated with the invoice (ie transactions that are charge only will go straight into Closed in the Current Transactions report).
@@ Line 46: / Line 49: @@
 ==Approve An Invoice==
-Prior to sending an invoice it needs to be approved. This can be done on an individual basis or in bulk.
+Prior to sending an invoice it needs to be approved.
-To '''approve a single invoice''' click on the company or employee name when looking at the Current Transactions. Once you have clicked on it, the next screen shows you all of the lines on that invoice - ie by clicking on any line from the Current Transactions screen you will see a draft invoice with all of the relevant invoice lines on it.
 The way that a draft invoice is created is that the system will look for all entered transactions for that billing location and that period ending. So by having [[Orders]] with the same [[Client Location]] it will automatically group transaction invoice rows together. If the order also has a Purchase Order number - eg different Orders have different purchase order numbers, then the system will create an invoice for each of the purchase orders.
 [[File:draft invoice.PNG |800px]]

@@ Line 5: / Line 5: @@
 =How to Use=
 Click on the <kbd>Invoices</kbd> and then the <kbd>Current Transactions</kbd> links to access.
@@ Line 39: / Line 41: @@
 [[File:PinvoiceR_-_Uninvoiced_Transactions.png |800px]]
-==Approve Invoices==
 Prior to sending an invoice it needs to be approved. This can be done on an individual basis or in bulk.

@@ Line 32: / Line 32: @@
 ====View Uninvoiced Transactions====
 To see all Uninviced Transactions (irrespective of the period end) select ''Uninviced Transactions'' dropdown box in the top left of the screen.
 [[File:PinvoiceR_-_Uninvoiced_Transactions.png |800px]]
 ==Approve Invoices==