Ribbon Bar: Accounting Tab
The Accounting tab on the ribbon bar provides users with additional tools for managing accounts payable items. It is always visible regardless of which project tab is selected.
Invoices
Ready for Invoicing
- To change the Status of all reviewed percent complete reports on the Billing tab Status field from Reviewed to Approved to Invoice, click Ready for Invoicing and select an office from the available list.
- Click OK in the Change Billing Status message to continue.
Setting the status to Approved to Invoice prevents further changes to the percent complete report allowing the billing staff to process the items without changing during the process.
Consultant Invoicing
Auto Send AP Notifications
- When selected, accounts payable notifications will be sent automatically without being displayed to the accounts payable employee generating them.
- When not selected, the email notification will be presented to the accounts payable staff and can be edited before being delivered to the project manager and others.
Default state is not selected/off.
If email notifications are disabled on the System Configuration General Settings tab this command button is disabled.
Consultant Invoicing: Re-Send AP Notifications
This option allows the accounts payable notification to be resent in the event that the original email is discarded or if an additional reminder or note is required.
If email notifications are disabled on the System Configuration General Settings tab this command button is disabled.