WorkBook

Edit Settings of Sales Invoice Billing Methods

Use Sales Invoice Billing Method in the Company Settings submodule in the Settings module to edit the settings of selected sales invoice billing methods.

To use Sales Invoice Billing Method in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit the settings of a sales invoice billing method:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the sales invoice billing method for which you want to edit the settings.
  3. In the left pane of the Settings page, click Company Settings > Sales Invoice Billing Method.
  4. Highlight the sales invoice billing method whose settings you want to edit, and select or deselect the check box of any of the following:
    • Block Approval if Total Billed Amount is less than Suggested: Select this to block the approval of a sales invoice if the total billed amount is less than the suggested amount.
    • Skip Sales Invoice Flow: Select this to skip the sales invoice flow.
    • Disable "Allow Time Entry": Select this to disallow time entry.
    • Disable "Allow Material Entry": Select this to disallow material entry.
    • Disable "Allow Voucher Entry": Select this to disallow voucher entry.
    • Disable "Allow Adjustment": Select this to disallow adjustment.
    • Disable "Allow Subsistence Allowance": Select this to disallow subsistence allowance.
    • Disable "Allow Personal Expense": Select this to disallow personal expense.
    • Disable "Allow Purchase Orders": Select this to disallow Purchase Orders.
    • Disable "Allow Mileage Entry": Select this to disallow mileage entry.