Contents of the Invoice File Selection Dialog Box

Use these fields and options to select or create an invoice file for grouping invoices in a billing session in Interactive Billing or Batch Billing. You also use this dialog box when you add a credit memo while approving an invoice on the Draft Invoice Approvals form in the Projects hub.

Fields

Field	Description
Create New Invoice File	Select this option to create a new invoice file for the invoices that you are processing in this billing session.
New File Name	When you select the Create New Invoice File option, enter the name of the new file in this field. This field prefills with [Employee First Name] [Today's Date] if Use Files to Group Transactions is set to No in Settings > Accounting > Transactions. Change the file name as needed.
Select Existing Invoice File	Select this option to choose an existing file for the invoices that you are processing in this billing session. Select an existing file in the Existing Invoice file grid and then click OK.

Existing Invoice File Grid

When you choose the Select Existing Invoice File option, select an existing file from this grid and click OK.

Grid Columns

Field	Description
File	This field displays the file name of an existing file, such as September invoices. You see this file name in the list of invoice transaction files in the Transaction Center.
Creator	This field displays the user name of the person who created the file.
End Date	This field displays the date on which the file was created. If Vantagepoint is configured to require that transaction dates fall within the current fiscal year or current fiscal period, you cannot select a file with an end date that falls outside of the required period.
Period	This field displays the period in which the file was created.