Invoice File Selection Dialog Box

Use the Invoice File Selection dialog box to select an existing file in which to store the invoice transactions to be posted, or create a new invoice file. You will reference this file from Transaction Posting, when you post the invoice file.

This dialog box displays the first time that you attempt to accept an invoice. After you select an invoice file, the file is used to store all invoice transactions created in the remainder of the billing session. You cannot change the selected invoice file unless you exit Interactive or Batch Billing and start a new billing session.

Location

To display the dialog box, complete the following step:

Select one of the following actions:

• From the Vision Navigation menu, click Billing > Interactive Billing, select the project to bill, click Invoice and then click Accept.
• From the Vision Navigation menu, click Billing > Batch Billing, select projects to bill, and then click Run (for final invoices).

Contents

Field	Description
File	This field displays the file name, such as September invoices. If you are creating a new invoice file, you must enter the name in the File Name field on the New Invoice File dialog box. The file name is an internal code Vision uses to group the invoices associated with the file. This name appears in the list of files shown in the Transaction Center (Transaction Entry, Transaction Lists, and Transaction Posting).
Creator	This field displays the user name of the person who created the file.
End Date	This field displays the calendar date on which the file was created. If Vision 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 time the file was created.
Show only transactions created by me	Select this option to display only invoice files created by the currently logged in user.
OK	Select a file from the list by clicking a file name and clicking OK, or double-clicking the file name to continue to the Invoice Accept dialog box.
New	Click this option to open the New Invoice File dialog box. Enter a name in the File Name field and click OK to continue to the Invoice Accept dialog box.
Cancel	Click this option to close the Invoice File Selection dialog box without selecting a file.
Help	Click this option to display the help system.