The batch process starts in the job to check process. This is where the completed jobs are captured ready for checking but prior to release for invoicing.
Open the job select the cost charge analysis
Amend as required
On completion of checking all required details within the job it is now ready for batch processing.
Select the financial tab
Select the charge status ‘Ready to Batch’
These jobs will now be stored awaiting completion of the batch.
This is where the batch is created for all the stored jobs.
Select Job Batch
Batch Name: Free format as required
Batch Description : Free format as required
Reference: Free format as required
Filter Customer: Enter required details to enable the search for the individual customer
Select apply filter
Select Save and Close
This will now move all the jobs for the selected customer into the batch
Each job can now be added or removed to the batch
There is also search features that can be utilised to assist with identification of the jobs to find them and add to the batch
Whilst the batch status is open jobs can be added and removed as required
The copy batch to clip board will enable to you capture the details and copy in Excel
Should you select to remove items from the batch you will be prompted for a reason.
The batch status could be optionally set to ready ‘Ready for Application’ or alternatively just move to ‘Invoice Now’.
At this stage no further jobs can be added or removed from the batch
It is possible at this stage to copy into Excel as shown below
1.4. Prepare the invoice
The batch will process
The batch invoice is now available to print
Select Sale Invoice Origin Job Batch