Transfer Data to the Consolidated Invoice

Use the Invoice submodule to transfer data to Consolidated Invoices of selected jobs.

To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To transfer data to a Consolidated Invoice:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the Consolidated Invoice that you want to transfer data to.
3. On the side toolbar, click Invoice.
4. On the grid toolbar, use the drop-down list to select the Consolidated Invoice that you want to transfer data to.
   Alternatively, click Open invoice list and in the Invoice List dialog box, highlight the Consolidated Invoice that you want to transfer data to.
   Note: You can only transfer data to a Consolidated Invoice that has not yet been approved or locked for changes.
5. Click the Consolidated Invoice tab.
   Note: This tab is only visible when a Consolidated Invoice is selected.
6. Click Transfer Data to the Consolidated Invoice .
7. In the Transfer Data/Amounts to Consolidated Invoice dialog box, select the applicable method for copying sub-invoices to the Consolidated Invoice.
   Note: Transferring data to a Consolidated Invoice replaces existing phases and lines.
8. Click OK.