Bulk Customer/Carrier Invoices Actions
Invoice Mass Actions
In this article we will be providing a general overview to perform bulk actions against all your carrier invoices.
To see the Invoice Action page, go to Finance > Operational Task > Bulk Customer Invoice Actions/Bulk Carrier Invoice Actions, the Customer/ Carrier Invoice Actions page will display as shown below.
Both of these pages operate in the same manner; one is for customer invoices and the other for carrier invoices.
This page requires the Finance Module
General Overview
1. Click on the check boxes next to the invoices, you will notice that there are two options that appear in the top right corner of your table i.e., Lock with Final Approval and Draft Approval as shown below.
2. Now, click on any of them Lock with Final Approval and Draft Approval, then only you can perform a bulk action against the invoices. These two settings allow you to either bulk approve and lock all selected invoices or bulk draft approval for all selected invoices.
3. By default, you will likely have the below status column which indicates what stage an invoice is currently in as shown below.
4. This status column helps you easily identify any closed invoices that need to be bulk approved and locked, as well as those you want to approve as drafts.
If this status column is not in your grid, you can add it via the column selector icon located top-left as shown below.
Invoices appearing highlighted in Red will have pricing issues associated with these and should be reviewed prior to perform bulk actions.
Invoices appearing highlighted in Orange are those that have consignments requiring approval for Additional Services and should be reviewed prior to performing bulk actions.
Please also note that you can double click and enter into these invoices as you normally would in the invoice search screen.
5. If you want to see the detail of the invoice, then double click on any of the invoice the detail of that invoice will display on screen as shown below.