How to use Batching configurationsLast updated on 03/02/2023
Overview
To customize your Batching configuration, complete the following:
Navigate to Settings > Batching.
From the Batching configuration screen, you can choose the batching configurations for:
Invoices
Payments
Purchase orders
Bills
Click Save to save your selections.
Refer to the batching configurations below for details about each configuration.
Invoices
Payments
Bills
Purchase orders
Inventory transfers
Inventory adjustments
Exported invoices and configurations
Following the export of an invoice:
If Include associated Purchase Orders in the same batch (Invoices) is ON or OFF, it does not make a difference because the invoice has already been batched. For best practice keep Batch manually ON so POs for pending invoices are not affected.
If Batch manually (Bills) is ON, it will allow POs for exported invoices to appear in the Invoicing screen to be batched independently.
If Batch manually (Bills) is OFF, POs created on exported invoices will not appear in the Invoicing screen to be batched. They will appear only on the invoice you have created it on.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.