Page 51 - Unanet AE: Introduction to Project Management

• Hide Posted - By checking this box, you will hide all invoices that have been
posted.

Actions
• View Active - This action shows an invoice preview of the selected invoice.
• Assign Selected - This action assigns an invoice number to the selected invoice.
Prior to this the invoice number is Draft.
• Reset Selected - This action resets the invoice number from the selected invoice
to Draft.
• Print Checked - This action sends the selected invoices to the printer.
• Print Assigned - This action sends the assigned invoices to the printer.
• Post Checked - This action posts the selected invoice to the Sales Journal. Only
invoices with an assigned invoice number can be posted.
• Post Assigned - This action posts the Assigned invoices to Sales Journal. Only
invoices with an assigned invoice number can be posted.
• Archive Checked - This action archives the checked invoices. This action must
be configured to work.
• Archive Assigned - This action archives the Assigned invoices. This action must
be configured to work.
• Email Posted - Emails posted invoices to designated recipients. Recipients are
designated in Accounts Receivable > Clients > Billing tab or Project
Administration > Projects > Billing tab (email override).
• View Active (Coversheet) - View coversheet (if any) for selected invoice.

Toolbar
The Automated Invoicing toolbar has one button: Clear All Invoices Sessions. Running
this utility will clear all current Automated Invoicing sessions. Access to this feature is
governed by the Can Clear Invoice Sessions special right via Global Settings >
Permissions.

Invoice Sessions
Automated Invoicing was designed to allow multiple users to bill simultaneously.
However, in order to prevent two users from billing the same project, user sessions are
maintained. When the logged-in user runs Automated Invoicing, a new session for that
user is created, but only after deleting that user's previous session. That user's session
is closed (deleted) when the user exits Automated Invoicing.

If a user exits Automated Invoicing abnormally (e.g., power loss or shutting down the
system without exiting normally) the user's session will not be deleted. Projects
maintained in that session would not be available for invoicing until that user's session is
properly cleared. In this event, you can run Clear All Invoice Sessions to correct the
situation. This occurrence can only occur when multiple users have been in this applet.

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