Set the Invoice Sorting Order

You can specify how invoices are sorted. You can select up to three sort criteria, such as Client Number and Project Manager, for each Batch Billing run. In addition, you can sort invoices by project name or project number.

For example, if you want to give draft invoices to project managers for approval, and sort each project manager's projects by the Supervisor working on the project, you can select the Project Manager option in the First sort field and Supervisor in the Second sort field. Your invoices will print in order, by project manager, and each project manager's invoices will be further sorted by Supervisor. This prevents you from having to sort bills after they have been printed.

To set the invoice sorting order, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Batch Billing.
  2. Click Tools > Options to open the Billing Session Options dialog box.
  3. Select options, such as the period start and end date to print on invoices, and click OK.
  4. On the Main tab of the Batch Billing form, select the first sort option from the First field drop-down list in the Sort Invoices By section.
  5. Optional. In the Second field, select a second sort option.
  6. Optional. In the Third field, select a third sort option.
  7. In the Project field, select Name to sort invoices by project name or Number to sort invoices by project number.