Final Accept Approved Invoices in Batch Billing

If you use the Invoice Approvals feature, you can use Batch Billing to final accept multiple approved invoices at one time.

Invoices must be submitted and approved before they can be final accepted. You can also final accept invoices (one at a time) in Interactive Billing.

To final accept approved invoices in Batch Billing:

1. In the Navigation pane, select Billing > Batch Billing.
2. On the Billing Session Options dialog box, select options for the batch, such as the invoice date and the bill-through date or period for the transactions to bill, and click OK.
3. On the Invoice Creation tab of the Batch Billing form, in the Run Type section, specify a description for the run, and select Final as the run type.
4. In the Projects Selection section of the tab, select the group of projects to include in the batch:
   • To include only approved invoices in the batch, select Include Only Projects with Approvals Enabled.
   • To include approved invoices and draft invoices that do not require approval in the batch, select Include All Selected Projects.
5. In the Project Selection field, select specific projects to include in the batch.
6. In the Invoice Distribution section, select from the various options that allow you to print and email the invoices.
7. To final accept approved invoices, click Create Invoices on the actions bar of the Batch Billing form.
8. On the Invoice File Selection dialog box, select whether to create a new file or use an existing invoice file for porting the invoices, and click OK.
9. On the Schedule dialog box, complete the information to print the draft invoices now or schedule them to print automatically at a future time, and click Schedule.

To update your general ledger, you must post the invoice file in Transaction Center > Transaction Entry > Invoices.