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1.2. Items to process page

This section allows users (with the appropriate permissions) to view all items for all records that are currently waiting to be processed into an Invoice.

 

If the date range picker does not have dates selected, then the items returned search for 365 days in the past (and 60 days into the future if a Sale Service) based on:

• Sale Service - Date Expected
• Bookings - Date Created
• Export Docs - Date Created

 

Items in this area are categorised by Booking, Sales, or Export Docs. Use the filters in the column headers to select items for processing as required. You can edit items directly within this area using the "Open/Edit" icon ().

 

 

Knowledge Tags

Invoice  /  Items to process  /