Acc Reports Unapproved Credit Notes

From UG

Contents 1 Biz requirement 2 Button 3 Steps 4 Result = 5 Output

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

• User 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
• With paging and sorting for all reports.