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This text refers to program version 8.1  

Operations Menu - Invoices - OK

This page describes the 'OK' function on the Operations menu in the 'Invoices: Browse' window. If you are using iOS or Android, the 'OK' function is on the Tools menu (with 'wrench' icon).

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The 'OK' function allows you to mark Invoices as OK from the 'Invoices: Browse' window.

If you are using Windows or Mac OS X, you can use this function to mark Invoices as OK in batches. Simply highlight a number of Invoices in the browse window and select 'OK' from the Operations menu. To highlight a range Invoices, click the top one in the range and then hold down the Shift key and click the last one. If you need to apply the function to a number of Invoices that aren't in a range, highlight them while holding the Ctrl (Windows) or ⌘ (Mac OS X) keys before selecting the function.

If you are using iOS or Android, you can only highlight a single Invoice at a time, by searching for it, so you can only mark a single Invoice as OK at a time.

When you select the function, each highlighted Invoice will be marked as OK immediately. Remember that, if so defined in the Sub Systems setting in the Nominal Ledger and in the Number Series - Invoices setting, this action causes Nominal Ledger Transactions to be created for each Invoice in the selection and that therefore once it has been carried out you will no longer be able to modify those Invoices.

You can use Access Groups to prevent certain users from marking Invoices and Credit Notes as OK. To do this, deny them access to the 'OK Invoices' and 'OK Credit Notes' Actions respectively. You can also control whether it is possible to mark an Invoice as OK if the gross profit on at least one Item is less than a specified percentage. Please refer to the GP Below Minimum Alerts page for details about this feature.

Messages will appear if any of the Invoices you have selected need to pass through an approval process before they can be marked as OK, to let you know that the function has ignored such Invoices. You can configure approval processes using the Approval Rules register in the Business Alerts module. You should configure separate Approval Rules records for Cash Notes (Invoices with a "Cash" Payment Term), Credit Notes and all other Invoices. If you do not create a record for Cash Notes, for example, the Approval Rules for Invoices will not be used in its place. Please refer to the description of the Approval Status field on the 'Inv. Address' card of the Invoice window for brief details about the approval process and here for full details.

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The Invoice register in Standard ERP:

• Introduction
  

• Entering an Invoice
  

• Entering an Invoice - Examples
  

• Controlling Prices in Invoices
  

• Inspecting Invoices, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Invoices
  

• Error Messages
  

• Printing Invoices
  

• Accruals in the Sales Ledger
  

• Cash Notes in the Sales Ledger
  

• Credit Notes
  

• Operations menu, including:
  
  • OK
    

  • Print Proforma Invoices
    

  • Invoice Status
    

  • Customer Status
    

  • Item Search
    

  • Add Environment Tax
    

  • Change to Base 1
    

  • Connect to Prepayment
    

  • Recalculate Discount
    

  • Recalculate Weight and Volume
    

  • Update Currency Price List Items
    

  • Print Cash IN-OUT
    

  • Send to Fiscal Device
    

  • Edit Instalments
    

  • Resend E-Invoice
    

  • Open NL Transaction
    

  • Manager's Discount Override
    

  • Open Tax Matrix
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu
  

• Row menu

Go back to:

• Home page for Sales Ledger manual
  

• Home page for Standard ERP manual

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