Selections - Invoices Grid

Select Documents

Select the type of documents to display from:

• Invoices
• Credits
• Standing Invoices
• Quotes
• All Documents

Period Selection

Select the period for documents to display:

• Period - Select a single period in the From selection.
• Last Period - Shows document in the previous JC Period.
• Year - Displays documents for the current year.
• Full Year - Displays documents from the current period last year through to the last available JC Period.
• All Periods - All document are displayed.
• Range of Periods - Select the From and To periods to display a range.

Display Deleted

Selected, deleted documents are shown.

Clear, (default) deleted documents are not shown.

Invoice Grid Fields

Customer

The Customer invoiced.

Type

The type of document.

Date

The document date.

Document No

The document number.

Print

The document print status:

• Unprinted, Document not printed.
• Printed, Document printed.
• Packing Slip, Invoice printed as a Packing Slip.
• Manual, Invoice or Credit marked as manually prepared and will not be printed.

Post

The document post status:

• Unposted, Document not posted, can be edited.
• Open, Document not posted, and cannot be posted with this status.
• Posted, Document posted, cannot be edited.
• Deleted, Document deleted and moved to history.

Recovered

The amount recovered on the document.

Cost

The extended cost price of the document.

Amount

The extended sell amount of the document.

Note: Amounts shown by default relate only to the the Job selected. To show the total amounts for the documents, you can customise in the Invoice Exclusive Cost, Invoice Exclusive Amount and Invoice Exclusive Amount Bs fields, using the Customise (Alt+F5)button.

Selections - Pending Costs Grid

Select Documents

Select the type of documents to display from:

• Transaction Batches
• Shipments
• Purchase Orders
• All Documents

Period Selection

Select the period for documents to display:

• Current Period - Shows documents in the current JC Period.
• All Periods - All document are displayed.
• Range of Periods - Select the From and To periods to display a range.

Pending Costs Grid Fields

Source

The Module the cost is sourced from.

Type

The type of document.

Date

The document date.

Creditor

The Creditor for the pending cost.

Cost

The extended cost price of the document.

Order No

The document number.

Details

Details of the document.

Reference

The document reference.

Grid Toolbars

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Create a document for the job.

If Allow IN Sourced Invoice Lines is Selected in JC Settings - Invoicing tab:

• Invoice, opens IN Invoices, you can create an invoice for the selected customer. Defaults for the Job will be carried over to the invoice. Normal Jobs only.
• Credit, opens IN Invoices, you can create a credit for the selected customer. Defaults for the Job will be carried over to the credit. Normal Jobs only.
• Standing Invoice, opens IN Invoices, you can create a standing invoice for the selected customer. Defaults for the Job will be carried over to the standing invoice. Normal and Standing Jobs only.
• Quote, opens IN Invoices, you can create a quote for the selected customer. Defaults for the Job will be carried over to the quote. Normal and Quote Jobs only.

For Normal Jobs:

• Job Invoicing, opens JC Job Invoicing for the selected job, you can create an invoice for the job. Defaults for the Job will be carried over to the job invoice.

For the Pending Costs grid, selections available are:

• Purchase Order, opens PO Purchase Orders, you can enter a Purchase Order for the selected job. Accredo Saturn Only: Branch, Department and Location for the Purchase Order will default from the Job.
• Quotation Request, opens a Quotation in PO Purchase Orders, you can enter a Quotation for the selected job. For Quotes, only Quotation Requests can be added to Pending Costs.
• Standing Order, opens a Standing Order in PO Purchase Orders, you can enter a Standing Order for the selected job. For Standard Jobs, only Standing Orders can be added to Pending Costs.
• Shipment, opens AP Shipments, you can create a shipment for the selected job. Accredo Saturn Only: Branch, Department and Location for the Shipment will default from the Job.
• Batch, opens JC Transaction Batch, you can create a transaction batch.
• Timesheet, opens JC Timesheet Batch, you can create a timesheet batch.
• Disbursement, opens JC Disbursement Batch, you can create a disbursement batch.

Note: Pending Costs cannot be added to Completed Jobs.

Delete (F3)

Delete an unposted document. The user must have permission for IN Invoices Access to delete documents.

Open (F12)

Opens the Document. You can view and edit (if available). You can also double-click a document line to open the document.

Print (Ctrl+P)

Print a report from the grid.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

Calculate Totals / Clear Totals
(Alt+=)

Toggle on/off total calculation for the list fields where Total is selected in grid customisation.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.