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Overview
This Set Bill Status Utility allows the user to change the bill status for selected or multiple projects within a date range.
Field Descriptions
Projects
| • | All Projects - When selected, the status of the transactions that match the given criteria will be changed for all projects. |
| • | Selected Projects - When selected, the status of the transactions that match the given criteria will be changed for the selected projects. |
Dates
| • | Transaction Start Date - The date selected will be used as the beginning date to filter out transactions. |
| • | Transaction End Date - The date selected will be used as the ending date to filter out transactions. |
Bill Status
| • | From Status - The status selected will be used as the status to be changed from on transactions. |
| • | To Status - The status selected will be used as the status to change the transactions to. |
Journals
| • | Disbursements - When selected, transactions from the Disbursements Journal will be included when determining which statuses to change. |
| • | Employee Reimbursables - When selected, transactions from the Employee Reimbursables Journal will be included when determining which statuses to change. |
| • | Purchases - When selected, transactions from the Purchase Journal will be included when determining which statuses to change. |
| • | Timesheets - When selected, transactions from the Timesheets will be included when determining which statuses to change. |
Additional Settings
| • | Exclude Billed Transactions Already Associated with an Invoice - When selected, any transaction that has a status of Billed and is linked to a Sales Journal will not be modified by the utility. |
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