Home → Accounts → Accounts Admin → Items to process page
1.2. Items to process page
This section allows users with the appropriate permissions to view all items across all records that are awaiting processing into an invoice.
If no dates are selected in the date range picker, the system will automatically return items from the past 365 days. For Sale Service items, results will also include up to 60 days into the future. The date used for filtering depends on the item type:
- Sale Service – Date Expected
- Bookings – Date Created
- Export Docs – Date Created
Items are grouped into three categories: Bookings, Sales, and Export Docs. You can use the filters in the column headers to refine the list and select items for processing as needed. Items can also be edited directly from this screen using the Open/Edit icon ().
The Items to Process page is divided into two sections:
- Daily Batch – Contains the majority of items for regular processing
- Monthly Batch – Includes items assigned to specific payment types intended for monthly invoicing
The Monthly Batch is particularly useful for clients who prefer to invoice certain items, such as export documents, on a monthly basis rather than daily.
You can configure which payment types appear in the Monthly Batch by navigating to:
Main Menu → System → Settings → Settings → Monthly Payment Type. You can include multiple payment type options by separating them with a semi-colon (;).
