Module: Accounts Receivable Applet: Automated Invoicing Tab: Selection Criteria |
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Description - Criteria which limit the projects for which you wish to print invoices (Fields Listed Below).
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.