Differences

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--- sa_maintenance_3 [2021/04/06 11:57] – [Configuration Log] Shelley Hunter
+++ sa_maintenance_3 [2021/04/14 10:04] (current) – [Invoice Management Groups] Shelley Hunter
@@ Line 124: / Line 124: @@
 ==== Invoice Management Groups  ====
-WIP
+\\
+The default Invoicing view is to list all Timesheets for invoicing in a list - which can be very long. \\
+Alternatively you can set up Groups to manage different Account Codes in different ways and this is done theough Invoice Management Groups. \\
+A Group with Process method of Batch which means that all the timesheets for one Account Code are listed in one line, making management easier. There are certain Invoice Grouping rules that can only be used with Batch Invoicing, those that group across clients and are for a single Account Code as a whole.  These extra groups can be turned on in General Settings, if required. \\
+If using groups the minimum to set up is two - one for process by Timesheet and the other for process by Batch. \\
+Both methods can block a Timesheet from being processed if the Account is set to Require a Their Ref on Invoicing (By Batch from version 2.21.02). \\
 ==== Export Options  ====
 The details for where timesheets and sales invoices are to be exported to and the location and name of the export file are entered here.
@@ Line 133: / Line 142: @@
 ==== Alternative Invoice Address ====
-The list of allowable alternative invoice addresses is set up here.
+The list of allowable alternative invoice addresses is set up here.  For more information on how to set these up please see [[Alternative Invoice Address - Set Up]].
 \\ \\ Back to [[systems_administrators|Help for systems administrators]]