Invoicing (All) - Auto-Consolidation on Client Invoices
This article is part of the All section within Client Invoicing.
Find all related articles here:
The system can be configured to automatically consolidate multiple charges into one charge on client invoices if they meet certain criteria. This means you do not have to manually consolidate charges in the Hold File for them to display on one line on the invoice.
For charges to auto-consolidate on invoices they must have the same:
- Development
- PL Account
- Standard Description
- Budget Heading
- Apportionment
You can create Standard Descriptions by following the steps in: System Parameters - Creating Standard Descriptions
You will need to contact Support to have these set to consolidate on your invoices.
The "Consolidate Same PL Only" System Setting can be switched off to allow auto-consolidation of charges with the same Standard Description but different PL accounts.
Related Articles
System Parameters - Creating Standard Descriptions
This article is part of the System Parameters section. Find all related articles here: System Parameters Standard Descriptions are used when entering invoices and Diarised Charges onto the system. Expand for examples of where Standard Descriptions ...Actual Invoices - Running Amended Accounts
This article is part of the Actual Invoices section under Client Invoicing. Find all related articles here: Actual Invoices If you wish to issue an invoice to a client outside of the standard billing cycle, you can do this by running an amended ...Invoicing (All) - Emailing Invoices
This article is part of the All section within Client Invoicing. Find all related articles here: After processing actual or budgeted invoices/reconciliations or amended accounts, use the Email icon in the Print/Email box to email them to clients. ...Invoicing (All) - Printing Invoices
This article is part of the All section within Client Invoicing. Find all related articles here: Invoicing (All) After processing actual or budgeted invoices/reconciliations or amended accounts, use the Print icon in the Print/Email box to print and ...Sinking Funds - Paying an invoice from a Sinking Fund
This article is part of the Developments - Sinking Funds section. Find all related articles here: Developments - Sinking Funds When you receive an invoice from a contractor, you can choose to pay this directly from funds held in a Sinking Fund. To do ...