Acc Reports Unapproved Credit Notes
From UG
(Difference between revisions)
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== Steps == | == Steps == | ||
| - | * | + | * Users go to Acc> Reports> Unapproved Credit Notes |
* Click Unapproved Credit Notes button | * Click Unapproved Credit Notes button | ||
* HTML result with Go back and Download to Excel buttons | * HTML result with Go back and Download to Excel buttons | ||
| Line 15: | Line 15: | ||
** Download to Excel -> Excel report | ** Download to Excel -> Excel report | ||
* Download a spread sheet for unapproved credit notes report | * Download a spread sheet for unapproved credit notes report | ||
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== Result === | == Result === | ||
* HTML and Excel | * HTML and Excel | ||
Revision as of 14:29, 7 December 2009
Contents |
Biz requirement
Unapproved Credit Notes report is used for viewing the list of credit notes that have been issued but pending for approval
Button
- Unapproved Credit Notes
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
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)
Output
- Download to Excel
- HTML with paging and sorting report
