Recurring Invoice Listing / Update - Field Descriptions

Use this table for reference when completing the fields on this screen.

Fields

Descriptions

Options

Select Edit list only to obtain a printout of all entered recurring invoices. When this option is selected, the remaining prompts on the screen are skipped, and update is not an option.

Select Processing report and update to generate invoices. A report of all proposed recurring invoices will print.

Active invoices?

Select this check box to include active recurring invoices on the Recurring Invoice Listing.

  • If you select this check box, Active: Yes displays at the top of the Recurring Invoice Listing.

  • If you do not select this check box, Active: No displays at the top of the Recurring Invoice Listing.

The Active invoices check box can be selected by itself or in tandem with the Inactive invoices check box.

Note:

This check box is only available if the 'Edit list only' option is selected in the Options section.

Inactive invoices?

Select this check box to include inactive recurring invoices on the Recurring Invoice listing.

  • If you select this check box, Inactive: Yes displays at the top of the Recurring Invoice Listing.

  • If you do not select this check box, Inactive: No displays at the top of the Recurring Invoice Listing.

The Inactive invoices check box can be selected by itself or in tandem with the Active invoices check box.

Note:

This check box is only available if the 'Edit list only' option is selected in the Options section.

G/L date

The current Accounts Payable processing date defaults. To change the G/L date to include on the report, select a date from the Date Change window.

Note:

This field is only available if the 'Processing report and update' option is selected in the Options section.

Batch

The batch code defaults the current user ID.

Note:

This field is only available if the Processing report and update option is selected in the Options section

Batch frequency

The frequency that the batch code is run displays. Use the drop-down menu to select a different frequency option (Monthly, Quarterly, Annually).

Note:

This field is only available if the 'Processing report and update' option is selected in the Options section.