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Overview
The Invoice Archival pop-up contains many of the settings that you will use when archiving invoices. Document Management configuration is managed at Global Settings>Document Management.
Field Descriptions
Invoice Naming
| • | Name Pattern - When using the archiving functionality of invoicing, you have the option of customizing your naming pattern when naming the archived invoice. The default naming convention is fixed to Invoice_xxx, where xxx represents the Sales Journal ID. You can replace the variables with the following however you wish. For example: Project for Acme Architects with and invoice number following pattern: INV-@ProjectName@_@InvoiceNo@ The variable options are: |
| o | @InvoiceNo@ - Invoice Number |
| o | @SJID@ - Sales Journal ID number |
| o | @ProjectPath@ - Project Path |
| o | @ProjectID@ - Project Internal Identification number |
| o | @ProjectName@ - Project Name |
Invoice Naming
| • | Archive to Document Management -When selected, the invoices will be archived to the location specified when Document Management was configured. If the "Archive to Document Management" selection is grayed out, you need to have Document Management configured. Please call the support line to have this done. |
| • | Archive to Destination - When selected, you are able to archive to a user-selected directory location. |
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