Difference between revisions of "Current Transactions"

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==View Open/Closed Transactions==
 
==View Open/Closed Transactions==
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Click on the <kbd>Invoices</kbd> and then the <kbd>Current Transactions</kbd> links to access.  
 
Click on the <kbd>Invoices</kbd> and then the <kbd>Current Transactions</kbd> links to access.  
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The screen will default to the most recent period ending and show Open transactions (if there are any) or Closed ones.  
 
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).
 
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).
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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.
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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.
  
  
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[[File:PinvoiceR_-_Uninvoiced_Transactions.png |800px]]
 
[[File:PinvoiceR_-_Uninvoiced_Transactions.png |800px]]
  
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==Approve An Invoice==
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Prior to sending an invoice it needs to be approved.
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To '''approve a single invoice''' click on the company or employee name (or Approve button) when looking at the Current Transactions.
  
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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.
  
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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.
  
==Approve An Invoice==
 
  
Prior to sending an invoice it needs to be approved. This can be done on an individual basis or in bulk.
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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.
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[[File:PinvoiceR_-_Approve_Invoice.png |800px]]
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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.
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[[File:PinvoiceR_-_View_Approved_Invoice.png |800px]]
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==To Approve All Invoices==
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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.
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[[File:PinvoiceR_-_Approve_All_Invoices_Entity_Level.png|800px]]
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By clicking on the arrow down icon you can split the draft invoices down to each level.
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''Client Group Level'''
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[[File:PinvoiceR_-_Approve_All_Invoices_Client_Group_Level.png |800px]]
 +
 
  
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.
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''Client Level''
  
[[File:draft invoice.PNG |800px]]
 
  
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[[File:PinvoiceR_-_Approve_All_Invoices_Client_Level.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:Approve_invoice.PNG |600px]]
 
  
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''Client Billing Location Level''
  
  
To '''bulk approve invoices''' - from the Current Transactions page - click on the <kbd>Bulk Approve Invoices</kbd> button.
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[[File:PinvoiceR_-_Approve_All_Invoices_Client_Billing_Location_Level.png |800px]]
  
  
[[File:Bulk_approve_invoices.PNG|800px]]
 
  
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''Draft Invoice Level''
  
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.
 
  
[[File:Bulk_invoice_approval.PNG |800px]]
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[[File:PinvoiceR_-_Approve_All_Invoices_Client_Billing_Draft_Invoice_Level.png |800px]]
  
 
=Related Pages=
 
=Related Pages=

Latest revision as of 00:51, 21 July 2020

About

Current transactions show the draft invoices created from the hours entry process. Use the Period & Open/Closed filters to select those draft invoices you wish to approve.

How to Use

View Open/Closed Transactions

Click on the Invoices and then the Current Transactions 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).


Below are Open transactions;


PinvoiceR - Current Transactions Open.png


Below are Closed transactions;


PinvoiceR - Current Transactions Closed.png



As mentioned above - draft invoices are grouped by period end and these are selected from the Change Period dropdown box in the top left of the screen.

View Uninvoiced Transactions

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.


PinvoiceR - Uninvoiced Transactions.png

Approve An Invoice

Prior to sending an invoice it needs to be approved.

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.


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 Approve Invoice button.


PinvoiceR - Approve Invoice.png


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 Attach Documents button. If using online timesheets then these are attached but clicking the Import Timesheets button.


PinvoiceR - View Approved Invoice.png



To Approve All Invoices

To bulk approve invoices - from the Current Transactions page - click on the Approve All 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 Approve button or if you want to approve all and send click the Approve & Send button.



PinvoiceR - Approve All Invoices Entity Level.png


By clicking on the arrow down icon you can split the draft invoices down to each level.

Client Group Level'


PinvoiceR - Approve All Invoices Client Group Level.png


Client Level


PinvoiceR - Approve All Invoices Client Level.png


Client Billing Location Level


PinvoiceR - Approve All Invoices Client Billing Location Level.png


Draft Invoice Level


PinvoiceR - Approve All Invoices Client Billing Draft Invoice Level.png

Related Pages