Create Self-Invoices by Batch

Use these steps to create self-invoices by batch.

To create self-invoices by batch:

1. Navigate to Accounts Payable > Self Invoices workspace.
2. In the Batch Self Invoice tab, specify selection criteria if needed.
3. 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.

4. To view details about job entries that are not yet invoiced:
5. In the Purchase Orders sub-tab, select a purchase order.
6. Navigate to Purchase Orders sub-tab > Allocation sub-tab > > Not invoiced job entries sliding panel.
7. In the Batch Self Invoice tab, click the Create Self Invoices action.
8. On the Create Self Invoices dialog box, fill out the following fields:

   • Entry Date

   • Cut Off Date (optional)

9. Click Create Self Invoices.

   You can now view the created self-invoices in the Vendor Invoices workspace filter list (Accounts Payable > Vendor Invoices).