Differences

This shows you the differences between two versions of the page.

--- ug7-2 [2017/12/01 16:35] – external edit 127.0.0.1
+++ ug7-2 [2021/04/14 12:10] (current) – Shelley Hunter
@@ Line 3: / Line 3: @@
 Accounts menu -> invoice temp timesheets\\
 \\
-Invoices for Temporary Placements are created from Timesheets; each one will create a sales invoice line.
+Invoices for Temporary contract and shift based placements are created from Timesheets; each timesheet line will create a sales invoice line.
 \\
-Set the parameters on each Client - Miscellaneous tab for Invoice frequency, Days credit, grouping requirements, etc.
+Set the parameters on each Client - \\
+\\ Miscellaneous tab (can be renamed Ac Set Up) for Account Code, Accounts Contact, Days Credit and  Invoice frequency.
+\\ Accounts View for:
+  * Grouping Requirements - how timesheets should be grouped on invoice
+  * [[sa_maintenance_3|Invoice Management Group]]- groups to manage how invoices are created and dispatched
+  * Invoice Email - the email address the invoices are to be sent to
+  * Their Ref Required on Invoices - tick if the client will only pay invoices if the their ref/PO number is on them, it will ensure that the invoice is not raised without the reference
 \\ \\
-Go to the Accounts menu and select Invoice Temp Timesheets. A form will appear showing all timesheets due for invoicing for a specified period.
+Go to the Accounts menu and select Invoice Temp Timesheets or Batch Invoice Temp Timesheets. A form will appear showing all timesheets due for invoicing for a specified period.
 \\ \\
 It allows for the processing of Temp Timesheets from either a single or all Temp Desks; also for processing by weekly, 2 weekly, 4 weekly or monthly frequency.
   * Timesheets are listed in order of Timesheet ID number.
-  * Before creating Invoices, it is advised to expand the timesheets you wish to Invoice, double checking that the correct Rates and Units Paid have been entered. Once invoiced a Credit note is needed to correct.\\ \\
+  * Before creating Invoices, it is advised to run a report or to expand the timesheets you wish to Invoice, double checking that the correct Rates and Units Paid have been entered. Once invoiced a Credit note is needed to correct.\\ \\
 == To create invoices ==
@@ Line 23: / Line 29: @@
   * Negative Timesheets produce Credit Notes.
   * If using different currencies update the exchange rate before invoicing.
+\\
+From version 2.21.2 onwards when batch invoicing temp timesheets if a client record has been set to require a PO number or reference on an invoice there is a new column that shows whether the reference is there.  If timesheets without a reference are selected for invoicing they will be skipped and only those with references will be invoiced.  \\
+{{:batch_inv.png?400|}} \\
+Use the Missing Their Ref Button to open a new window which will allow you to view the timesheet, candidate and placement records as well as entering the reference.  Save and close the form you have added the reference on and refresh the underlying form, you will then be able to invoice the timesheets you have added the reference to. \\
+{{:batch_in_add_ref.png?400|}} \\
 === Sorting by Charge Amount and Contract ===
@@ Line 33: / Line 44: @@
 \\
 \\ See also
-\\ [[ug7-4|7.4 Printing Invoices]].
+\\ [[ug7-4|Printing Invoices]].
 \\
 \\ Back to [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=1_online_user_guide|Online Users Guide]]
 \\ Back to [[UG7-00]]