Selection Criteria Tab

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Module:  Accounts Receivable    

Applet:  Automated Invoicing    

Tab: Selection Criteria

 


Description - Criteria which limit the projects for which you wish to print invoices (Fields Listed Below).

AR_AutomatedInv_SelTab

Projects Fields

 

Single Project -  When checked, the entered project is the only project that will be selected for invoicing.

 

Select Based - When checked, the following criteria will be used to establish which projects get selected for invoicing.

 

Project Accountant - When entered, only projects assigned to this accountant will be selected.

 

Project Manager - When entered, only projects assigned to this manager will be selected.

 

Principal in Charge - When entered, only projects assigned to this principal will be selected.

 

Billing Group - When entered, only projects assigned to this billing group will be selected.

 

Invoice Group - When entered, only projects assigned to this invoice group will be selected.

 

Limit Results to Project Reviewed by a Project Manager - When checked, only projects that have been reviewed in the supplied G/L period by a project manager will be selected.

 

Limit Results to Project Reviewed by a Project Accountant - When checked, only projects that have been reviewed in the supplied G/L period by a project accountant will be selected

 

 

G/L Periods Dates

 

G/L Period For Posting - G/L Period invoices will be posted to.

 

As-of-Date - As-of-date for unbilled transaction selection. The As-of-date is either compared to the Transaction Date or the End Date of G/L period as determined by Global Settings.

 

Invoice Date - Date to apply to invoices.

 

 

Invoice Styles

 

Labor/Combined - When selected, only projects with labor-only or combined invoice designs will be selected.

 

Expense Only - When selected, only projects with expense-only invoice designs will be selected.

 

 

Invoice Labels Report - Mailing label report design to use.