How to Use Open Billing Review
View and add notes to any open bill.
- Select .
- In the Company drop-down, select the company with the bills that you want to view.
Use the Group By drop-down
to group the selected company's bills by a particular category. You can select
No Grouping, or choose one of the following
- Project Manager
Use the Filter By drop-down to
further limit the bills that display based on your selected grouping.
For example, if you are grouping by customer, the Filter By drop-down lists all customers with open bills. You can select or deselect specific customers from the drop-down. Note that all items in the list are selected by default.
Use the Search field to
search for a bill by any of the values shown in the columns.
For example, you can search for a specific bill number, invoice date, or customer name. The grid filters immediately to reflect only the bills that match your search criteria.Note: Invoices that already have notes on file display with a bookmark icon next to the invoice date.
To view the details of an item in the grid, select
Every invoice shows invoice details and a notes section. You can view past notes added to the invoice or add a new note. All invoice details come from open invoices in Accounts Receivable in Vista.
To add a note, you must enter a value in each field in the Add a
- Contact Name: Enter or search for a contact name.
- Date Contacted: Defaults to today's date, but you can modify this date as needed.
- Summary: Enter a short description for your note.
- Notes: Enter your note.
If the bill has an existing note, a
Past Notes section displays. To modify this note,
select the Edit button
in the Past Notes section.
Only the Summary and Notes of a past note may be modified.
After you are finished adding or editing a note, select
This pushes the note to AR Credit Notes in Vista.