Video ExplainationExplanation: https://vimeo.com/685669043/775030c6a2
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A one-time message can be specified in the Invoice Announcement field, circled in red below. This message will be displayed on all invoices for the current invoice run only.
A continuous message can be specified in the Invoice Instructions field, also circled in red below. This message will be displayed continuously on all invoices, for all invoice runs, unless removed or updated. Note that this message may also be specified in the Finance Portal at / Tools / Application Options / Payroll.
Filter functionality at the top of each column allows the user to filter for certain clients.
The column order may be changed to suit user preferences by dragging and dropping the column name to another position.
The sort order of each column may be changed by clicking on the column name.
An Invoice Number is generated for each client’s invoice.
The trash bin symbol at the start of each row allows clients to be deleted from this stage of the invoice run. This is used if an error is detected in the row details. Deleting the client sends all the client’s shifts back to the Submit Dockets stage. It may also be necessary to further delete the shifts from the Submit Dockets stage, so that they can be updated and confirmed again in the earlier Confirm Shifts stage.
- The company’s banking details (for invoice receivables) can be seen in the header of the screen, circled in red below.
