Acc Reports Unapproved Credit Notes

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[[Category:Acc]]
 
[[Category:AccReps]]
[[Category:AccReps]]

Current revision as of 11:18, 5 August 2010


Contents

[edit] Biz requirement

Unapproved Credit Notes report is used for viewing the list of credit notes that have been issued but pending for approval

[edit] Button

  • Unapproved Credit Notes

[edit] Steps

  • Users go to Acc> Reports> Unapproved Credit Notes
  • Click Unapproved Credit Notes button
  • HTML result with Go back and Download to Excel buttons
    • Go back -> AccReport
    • Download to Excel -> Excel report
  • Download a spread sheet for unapproved credit notes report

[edit] Result =

  • HTML and Excel
  • Display by columns:
    • CT# with link
    • Invoice# with link
    • Issued to (Mapped to bill to party)
    • Date issued (date that operator issued the credit note)
    • Issued by (Operator name)
    • Total (amount with currency)

[edit] Output

  • Download to Excel
  • HTML with paging and sorting report
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