EDI to QB for Sales Invoices USE CASES
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Business Story
Accounting operator Clark Kent in NY Jaguar Office responsible for daily upload of Sales Invoice (and Credit Notes) into QuickBooks.
Use Cases
UC1: set daily time of creating of bunch IIF-file
Admin - Users and Offices - Offices. Edit Office window.
Figure 1. Edit Office window
a. "Enable IIF-file creation" checkbox is not checked yet:
b. "Enable IIF-file creation" checkbox is checked:
UC2: set visibility of QB dashboard panel
Admin - Users and Offices - Jaguar Users. Edit Jaguar User window.
Figure 2. Dashboard configuration in user profile
After turning on of visibility of QB panel Main Menu - Home. There is QB dashboard panel with numbers of not imported documents on the homepage.
- Example: 19 / 8 means that there are 19 Sales Invoices and 8 Credit Notes in the CT2 which still weren't imported into QB.
Figure 3. QB dashboard panel on CT2 homepage
UC3: initial steps
UC4: view and download bunch file
Clicking on the numbers of non-imported docs in the QB dashboard panel will be open a new window - "List Of Invoices".
Figure 4. List of Invoices window
Each row of the table corresponds to one date for which the documents were created and uploaded into IIF-File. In the one IIF-file is collected both of types of documents - Sales Invoices and Credit Notes. Each cell of "Filename" column shows the name of IIF-file and also is a link to downloading. Click on this link allows to user download IIF-file for preview and further importing into QA.
