Collate invoices from GL account
There is no way to extract invoices from a GL account as a bulk extract. You need to click in to each invoices individually through AP enquiry.
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Company
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ADCO Constructions
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Job Title / Role
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Finance Analyst
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I need it...
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Yesterday...Come on already
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Lets line up a quick meeting to discuss. Ill shoot you through a direct
email and we can find a time.
thanks
Andrew
Hi Andrew,
You haven't mentioned anything about the GL collate invoices though?
Hi,
Yes we plan to deliver exactly that through the new AP Enquiry.
You will be able to apply all the filters on Jobs, dates, creditors etc and
then collate all invoices associated with your filtered options.
Will that suit your needs?
thanks
Andrew
Hi Andrew,
We have had numerous occasions where we would need this function.
The most recent we had to prove our expenditure to the bank and we had to click through AP enquiry for each invoice as they weren't attached to a job. Also this has been the case when reviewing the P&L we have been asked to show copies of our invoice to management.
With the new AP enquiry can you bulk extract invoices for specific creditors and filter by job?
Hi, and thanks for your suggestion.
To help with my thinking can I ask for what purpose you need to extract
Invoices on bulk?
For example we do have some options in Job Actual Cost reports to collate
invoices, cost plus billing reports, Payment Preview.
There will also soon be a method through the new AP enquiry across all
creditors.
In which situation do you need to extract and collate Invoices by GL
account.
thanks v much
Andrew