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Prevent Export
Prevent Export You can turn off exporting for individual dockets by doing the following: Go to Data\Dockets. Click on Edit against the docket you do not want to export. Go to the Tags field on the right side of the form. Select "Prevent Export". ...
Unreconciled Invoice Report
Unreconciled Invoice Report The Unreconciled Invoice Report can be found under Reports in the main menu and can be downloaded as a PDF or Excel. This report can be very useful if you want to send a list of unreconciled transactions to one of your ...
Reconcile Icons
Reconcile Icons You can reconcile an imported file by going to Data - Invoices and then clicking on the Reconcile button. Alternatively you can click on Actions and then Reconcile Invoices. A list of unreconciled transactions will be displayed. ...
View Site in Reconcile screen
View Site in Reconcile screen When you go to reconcile an unreconciled docket and you want to view the sites related to that docket you can click on the Add button and the sites will then display. You could then continue to add the button by ...
Unreconciled Invoice Docket
Unreconciled Invoice Docket In Data/Dockets you may see a blue question mark icon. This indicates that there is an unreconciled movement in the Reoncile screen for this docket.