Use these steps to create self-invoices by batch.
To create self-invoices by batch:
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Navigate to
workspace.
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In the Batch Self Invoice tab, specify selection criteria if needed.
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Select the
Show Lines check box.
Maconomy displays purchase orders in the Purchase Orders sub-tab (that is, all purchase orders or those that fit the selection criteria you specified).
If a purchase order has job entries that are not yet invoiced, Maconomy highlights the line for that purchase order in green.
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To view details about job entries that are not yet invoiced:
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In the Purchase Orders sub-tab, select a purchase order.
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Navigate to
.
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In the Batch Self Invoice tab, click the
Create Self Invoices
action.
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On the Create Self Invoices dialog box, fill out the following fields:
-
Entry Date
-
Cut Off Date (optional)
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Click
Create Self Invoices.
You can now view the created self-invoices in the Vendor Invoices workspace filter list ().