The following is a summary of the fields and objects that comprise the Invoice batch List page Record View: This field lets you select a record view from a list to display active or inactive invoice batches. New: This button provides you with access to the Create Invoice Batch page. Edit: Select this button will enable you to edit the invoice batch. Upload Remittance file: This feature is not applicable to the Invoice Batch. Send Invoices: This button provides access to the Send Invoices page Create Invoices: This button opens the Create Invoice for Clients page. Filter: This button provides access to advanced filtering, which can be used to refine the record displayed within the Batch list based upon an individual or multiple of criterias'. Mail Merge: This feature is not applicable to the Invoice Batch. Import: This feature is not applicable to the Invoice Batch. Delete: This button deletes either an individual or multiple invoice batches and associated invoice records. Export: This button allows you to export invoice batch data to an csv file. Data exported will be influenced by the selected invoice batch view. Reporting date range: The Reporting from and To fields define the reporting range when searching for an invoice batch. The specified date range will affect the records listed in the invoice batch datagrid. Date from and to values can be entered as free text or selected from the calendar picker. Search Field: This field is used to refine the records listed within the invoice batch datagrid. Record Display list: This field allows you to specify the number of records to display in the invoice batch datagrid. The value specified will determine the number of pages Invoice Batch list: This data grid displays columns of information related to the invoice batch records. The information columns presented will be influenced by the record view that is selected. Currently, the default columns are Batch ID, Batch name, Funding source, Batch type, total hours and amount. Navigation count: This label displays the number of records that match the date and search criteria and advanced filtering criteria. Page scroll: This button lets you scroll between pages.

The following is a summary of the fields and objects that comprise the Invoice batch page Name: This field is used to identify the name of the Invoice batch. The file name comprises the funding source and the reporting period for the batch. Start Date: This field identifies the Report from date for the invoice batch. End Date: This field identifies the Report to date for the invoice batch. Created By: This field identifies the user who created the Invoice batch. Created On: This field identifies the date & time that the invoice batch was created. Type: This field defaults to Invoice. Funding Source: This field identifies the funding source selected through the Create Invoice for Clients page. Invoice Batch: This field is not applicable to invoice batches. Total Hours: This field identifies the total number of hours invoiced. Total Amount: This field identifies the total amount invoiced. Invoice Batch data grid: This grid identifies the invoice records collected into the batch reporting period. The grid is comprised of the following columns: Name (this reflects the client ID and Invoice Batch ID). Date the Invoice. Name of the client that received the invoiced support/service. Name of the external provider. Invoice Amount. Comments. Invoice Status. Close: This button will exit you from the Invoice Batch page. Print Invoices: This button opens the Print Invoices page, where you can print the invoice and save it as a PDF. Manage Payments: This button opens the Manage Payment Status page, where you can adjust the status of the invoice records listed in the batch. Notes: This link is located under the vertical related info folder, which opens the notes panel, where notes can be assigned to the Batch. Documents: This button will open the documents panel. Add Invoice: This function, although generally not used, allows you to add an invoice associated with a travel component that has not previously been registered against the client service. Refer to the topic . Delete Invoice: This function deletes both the invoice and the invoice detail. Where this happens, a new invoice will need to be raised for the client's scheduled service. Alternatively, consider adjusting the invoice status to CANCELLED or INVALIDATED. Invoice Batch Name: This label appears at the top left of the Invoice record and identifies the batch. Edit Invoice: To edit an invoice, highlight the record and double-click it in the datagrid.