1. Running total for Invoice List screen
- On the invoice list screen, totals have been added to the bottom of the list. As you select an invoice on the screen, the "Total selected amount" field is incremented by the total amount of that invoice selected. It will also update a total for discounts and disputes. The icon next to the label will change momentarily indicating that calculation is in process.
2. Improved functionality for printing or downloading multiple pages of invoices
- You have many pages/screens of invoices and you want to print or download all invoices at one time without having to page through every page to select invoices. You can now use the "Select All pages" feature on the right side below the page numbers on the invoice list screen. This will select all invoices on every page.
- Note: As a caution, when the "Select all Pages" button is checked and "Print Invoice" button is clicked the user will be prompted to confirm the action to print all invoices. Same applies to the download button.
3. Invoice Summary Report Available to View or Print
- You now have the ability to print an Invoice Summary Report out of the system from the Invoices list screen. This report will print the selected invoices on a summary report which only shows one line per invoice. The report will show Invoice Status, Purchase Order number, Invoice Number, Invoice Date, Invoice Due Date, Invoice Original Amount, Invoices Remaining Amount, Invoice Discount Amount, Invoice Dispute Amount.
- At the top right of the invoice list screen you will see the Invoice Print Format. Branch format is the default, so change that to "Summary" and press the Print Invoice button. The new report will open into a new window. You can print from that window or just view it.
- To get back to the invoice list screen, close the Summary report window and press the Back arrow key on the top left side of the screen. This will take you back to the invoice list screen.
4. Sorting the invoices on the detailed invoice screen by the Open Amount
- If you want to sort the list of invoices on the Invoice detail screen by amount, just click on the "Open Amount" words at the top of that column. It will sort the invoices by the amount.
5. Improved performance of the payment process
- The performance of the payment process has been improved by moving the some of the transaction processing into the background and allowing you to move on to other activities while the background processing completes.
- Once the user clicks on the "Pay Now" button, the system will kick off the payment process as a separate background process.
- You will be directed to the Payment list screen.
- If the you come back to the payment while it is still being processed, the status on the payment will indicate the status is in progress and will prevent you from altering the payment.
- If the payment is successful, it will be marked as "submitted" and if not successful it will be set back to "open" status for further action.
- Email notifications on the status of the payment will be sent after the background process ends.