Tracking Job Invoicing Process
After a Job is closed by an Engineer it appears in the Closed Jobs list.
To help administrators keep track of their Job Costing and Invoicing Processes there are a series of Flags that can be used.
To set flags for Jobs complete the following:
Step1 - HIghlight a range of jobs then click on the Set Flags button (see PIcture 1)
Step2 - Click on the tick box to the left of Invoiced once the costing is completed and the Invoicing has been undertaken.
Step3 - At any point an administrator can load the Closed Jobs and click on the To Be Invoiced button to show only those items that have not yet been invoiced.
Quickbooks, Xero, Sage and other 3rtd party interfaces will automatically set the Invoiced flag when creating the invoice and grabbing the invoice number
You can also unset the Invoiced Flag by setting the Invoiced tickbox to empty and by ticking the Replace Existing Value.
To assist the administrator in tracking processes the user also has the ability to set and unset colours for each row both fore colours and back colours (Picture 2)
Picture 1 : Setting Invoice Flags and filtering on items not yet invoiced
Picture 2 : Colouring and Uncolouring rows then sorting by colours to help Track Business Processes achieved by selecting records then triggering the right click mouse shortcut menu
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