Overview:
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When making entries in this window, you can invoice all jobs by entering a Cycle Number and Through Date, then exiting the screen. (You can only begin calculations for one invoice cycle at a time—after making your entries, you must exit the screen to begin processing. When calculation is complete, you can re-enter the screen and make another set of entries for another cycle). Optionally, you can make entries indicating that you either want to limit the jobs PENTA invoices or invoice retention for particular jobs. You can make only one type of optional entry—if you limit the jobs for which PENTA performs calculations, you cannot invoice retention amounts, and vice versa.
Notes:
Benefits:
- Automatically calculates billing amounts using pre-defined pricing schedules
- Ability to override billable or non-billable status after the initial calculation
Roles:
- Accounting Receivable Manager
- Accounting Receivable Clerk
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- Billing and Accounts Receivable>Automated Invoice Processing> Calculate Invoices
Video:
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