InvoiceBulkApprove

Bulk Approve Invoices

Invoices can be bulk approved to approve many invoices at once. When the Invoice List page is filtered by Pending Approved Status, the Invoice List page will update to display the Bulk Action options. Note that the Bulk Action options will not appear when the Invoice List page is displaying invoices with varying statuses.

To Bulk Approve Multiple Invoices

1. Select Finance > Accounts Receivable > Invoice List from the Menu. The Invoice List page will appear.
2. Filter the invoices shown by selecting Pending in the Approval Status drop list and clicking the Search button. The Invoice List page will update to show only pending invoices, and show the Bulk Actions fields below the list.
3. Review and confirm you are satisfied with the all the required invoices’ details, cardlines and charges.
4. Tick the check box beside each invoice you wish to approve. Multiple invoices can be selected.

   All invoices on the page can be selected by ticking the check box in the invoice list’s heading row. The check boxes beside all invoices on the displayed page will be ticked.

5. If you do not wish to send the approved invoices to the customers, tick the Do Not Send the approved invoices check box. Otherwise, leave this check box empty to send the invoices.
6. Tick the Reset Issue Date to Today and the Due Date as per terms when approved check box, if required. The system will then automatically update the invoices’ Due and Issue dates.

   Alternatively:

7. Set the invoices’ issue dates by entering the required date in the Issue Date instead of today field. A calendar tool will appear to allow you to select the required invoices’ issue date.
8. Set the invoices’ due dates by entering the required date in the Due Date instead of according to account terms field. A calendar tool will appear to allow you to select the required invoices’ due date.
9. Click the Approve Selected button. A message will display prompting you to confirm you wish to approve all the selected invoices.
10. Click the Yes button to confirm the bulk invoice approval. The Invoice List page will re-display showing a message at the top of the screen stating that the Bulk Approval has been completed to the selected invoice numbers.
11. Click the No button to cancel the bulk invoice approval.

See also

• Invoice Cardline Management
• Approve Invoices
• Reject Invoices
• Bulk Reject Invoices