Ribbon Bar: Accounting Tab

The Accounting tab of the ribbon bar provides users with additional tools for managing accounts payable items. It is available regardless of which project tab is selected.

Invoices

Ready for Invoicing

Clicking Ready for Invoicing and selecting an office from the available list changes the Status of all reviewed percent complete reports on the Billing tabStatus field with a status of Reviewed to a status of Approved to Invoice. Click OK in the Change Billing Status message that appears to make the change.

Setting the status to Approved to Invoice prevents further changes to the percent complete report allowing the billing staff to process the items without concern for them changing during the process.

Consultant Invoicing

Auto Send AP Notifications

When selected, accounts payable notifications will be sent automatically without display 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/or others.

Default state is not selected/off.

When email notifications are disabled on the System Configuration General Settings tab this command button is disabled.

Consultant Invoicing: Re-Send AP Notifications

This tool 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.

When email notifications are disabled on the System Configuration General Settings tab this command button is disabled.

To access this ribbon bar tab

Click the Accounting tab in the Project Analyzer ribbon bar.