Use the Invoice submodule to search for jobs to add to Consolidated Invoices of selected jobs.
To use the Invoice submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To search for a job to add to a Consolidated Invoice:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the Consolidated Invoice that you want to add jobs to.
-
On the side toolbar, click
Invoice.
-
On the grid toolbar, use the drop-down list to select the Consolidated Invoice that you want to add jobs to.
Alternatively, click
Open invoice list
and in the Invoice List dialog box, highlight the Consolidated Invoice that you want to add jobs to.
Note: You can only add jobs to a Consolidated Invoice that has not yet been approved or locked for changes.
-
Click the Consolidated Invoice tab.
Note: This tab is only visible when a Consolidated Invoice is selected.
-
Click
Add Jobs to the Consolidated Invoice
.
-
In the Select Jobs for Consolidated Invoice dialog box, use the
Search field to enter a keyword associated with the job that you want to add to the Consolidated Invoice.