Difference between revisions of "Invoice Monitor"
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| − | This section allows you to | + | This section allows you to select in the drop down menu either Approved only or unapproved. |
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The checkbox on the left allows you to approve invoices in bulk. | The checkbox on the left allows you to approve invoices in bulk. | ||
| − | Clicking on the '''Green''' Invoice | + | Clicking on the '''Green''' Invoice Reference brings up the PDF version of the invoice. |
Clicking on the '''Green''' Delivery No brings up the Delivery Note. | Clicking on the '''Green''' Delivery No brings up the Delivery Note. | ||
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Once any number of invoices have been selected, you can then go to the bottom of the page, select '''Approve Invoices''' from the drop-down and click "Submit Changes" to finalise them. | Once any number of invoices have been selected, you can then go to the bottom of the page, select '''Approve Invoices''' from the drop-down and click "Submit Changes" to finalise them. | ||
| + | selecting submit Changes [[File:Submit-changes-red.PNG |alt=Changes|link=|Changes]] or you can export the full list | ||
Revision as of 15:31, 16 September 2021
This section allows you to select in the drop down menu either Approved only or unapproved. The checkbox on the left allows you to approve invoices in bulk.
Clicking on the Green Invoice Reference brings up the PDF version of the invoice.
Clicking on the Green Delivery No brings up the Delivery Note.
Clicking on the Blue Customer Name takes you to the customer account.
Clicking on the Orange E button allows you to edit the invoice.
Once any number of invoices have been selected, you can then go to the bottom of the page, select Approve Invoices from the drop-down and click "Submit Changes" to finalise them.
selecting submit Changes 
or you can export the full list
