Differences
This shows you the differences between two versions of the page.
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sa_maintenance_3 [2021/04/14 10:04] – [Invoice Management Groups] Shelley Hunter | sa_maintenance_3 [2021/04/14 10:04] (current) – [Invoice Management Groups] Shelley Hunter | ||
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The default Invoicing view is to list all Timesheets for invoicing in a list - which can be very long. \\ | 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. | + | 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. | + | 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. |
- | If using groups the minimum to set up is two - one for process by Timesheet and the other for process by Batch. | + | 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). \\ | 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). \\ |