You can specify how invoices are sorted. You can select up to three sort criteria, such as Client Number and Project Manager, for each Batch Billing run. In addition, you can sort invoices by project name or project number.
For example, if you want to give draft invoices to project managers for approval, and sort each project manager's projects by the Supervisor working on the project, you can select the
Project Manager option in the
First sort field and Supervisor in the
Second sort field. Your invoices will print in order, by project manager, and each project manager's invoices will be further sorted by Supervisor. This prevents you from having to sort bills after they have been printed.
To set the invoice sorting order, complete the following steps:
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From the Vision Navigation menu, click
.
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On the Billing Session Options form, select options, such as the period start and end date to print on invoices, and click
OK.
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On the Main tab of the Batch Billing form, select the first sort option from the
First field drop-down list in the
Sort Invoices By section.
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Optional. In the
Second field, select a second sort option.
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Optional. In the
Third field, select a third sort option.
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In the
Project field, select
Name to sort invoices by project name or
Number to sort invoices by project number.