Draft Invoice Status Fields

This section describes the fields and actions on the Draft Invoice Status workspace.

Selection Criteria Panel

Field	Description
Draft Status	To show the draft invoices with a specific status, select an option from the drop-down list: Not Approved Not Submitted Awaiting Approval Approved This is a required field. By default, the selected status is ot Approved.
Job Number	Select the appropriate job number range to display the draft invoices for those specific jobs.
Job Group	To show the draft invoices for jobs with a specific job group, select an option from the drop-down list.
Project Manager	To show the draft invoices for jobs with a specific project manager assigned to them, select an option from the drop-down list.
Company	Select the appropriate company number range to display the draft invoices for those specific companies.
Customer	Select the appropriate customer range to display the draft invoices for those specific customers.
Bill to Customer	Select the bill to customer range to display the draft invoices for those specific bill to customers.

Card Part Actions

Button	Description
	Click this icon to refresh data in the current workspace.
Save	Click this action button to save changes to the current record.
Revert	Click this action button to undo unsaved changes made to the current record, or to any of its lines.
Print Drafts	This drop-down list includes the following actions: Mark all for Draft Printing Unmark All for Draft Printing Print Drafts
Submit Drafts	This drop-down list includes the following actions: Mark all for Submission Unmark All for Submission Submit Drafts
Approve Drafts	This drop-down list includes the following actions: Mark all for Approval Unmark All for Approval Approve Drafts

Drafts Table Fields

Field	Description
Job Number	This field displays the job number.
Job Name	This field displays the job name.
Project Manager	This field displays the name of the project manager for the job.
Bill to Customer Number	This field displays the number of the bill to customer associated with the job.
Preferred Invoice Date	This field displays the invoice date specified when you created the draft invoice.
Type	This field displays the invoice type.
Amount for Invoicing	This field displays the amount sent for invoicing.
Up/Down	This field displays the amount by which the billing price has been written up/down for the job.
Status	This field displays the current approval status of the draft invoice.
Next Approver	This field displays the name of the next approver of the draft invoice.
Submit Draft	Select this checkbox to include the line in the batch submission of draft invoices. Note: You can only select this checkbox on draft invoices with the Open status. An error displays if you attempt to select this on draft invoices that have already been submitted, partially approved, or approved.
Print Draft	Select this checkbox to include the line in the batch printing of draft invoices.
Approve Draft	Select this checkbox to include the line in the batch approval of draft invoices.
Print Draft	Click this icon to print a draft invoice for the job on the current line.

Table Actions

Button	Description
	Click to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.
	Click to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
	Click to maximize the table view. Click to restore the default display size of the table.
	Click to open the Customize Columns window.