1
Click "Accounting"
2
Click "Edit & Approve Batch"
3
Click "Add New" to create a new batch.
4
Update the description to read: YYMMDD-Initials
ex: 230921-AZ
5
Click "Add"
6
Click "Add New"
7
Input the job ticket number.
8
Click "Add" button.
9
Click "Add To Same Batch"
10
Click "Edit & Approve Batch"
Alert! - If any of the batches have a check mark next to them do not proceed to the next step and wait for the other person to complete their batch before proceeding.
11
Click this checkbox to approve your batch.
12
Click this button to save your approval.
13
Click "Accounting"
14
Click "Process Batch"
15
Click "Approved Batches"
16
Click here. Fill in the date.
17
Click the "Process Invoice Batches" button.
18
Click "Accounting"
19
Click "Print Invoices"
