How to Create a Batch
Navigate to the Sales Invoices screen and hit the 'Create Batch' button in the top right. Then, a pop-up window will appear for the batch details to be entered
Pressing Create will re-direct to the Update Batch screen
The timesheets that are displaying on this screen, are un-billed timesheets that have been grouped by the settings within the individual Client records.
All of the columns in this screen are able to be searched and sorted.
Sales Ledger Code: Sales ledger code as per the assignment
Client Name: Client that the timesheets are generated for
Last Billing Date: The last time invoices were generated for the client
Group By: How invoices are to be grouped as per the Client record
Billing Cycle: Weekly or Monthly billing cycle as per the Client record
Timesheet Count: How many timesheets will be added to the batch
Net (£): Net amount of all of the timesheets in the group
Tax (£): Amount of tax for all of the timesheets in the group
Gross (£): Gross amount of all of the timesheets in the group
Actions: View timesheet list - view the timesheets that are in the group
Timesheet List - Validation
If the user would like to view the timesheets that are in the group before adding to the batch, click on the Actions icon
A list of the timesheets in the group will be displayed - each column in this list is able to be searched and sorted.
Timesheet Number: The timesheet reference
Contractor: Contractor that the timesheet is for
Contractor Type: Indicator as to whether the Contractor is classed as PAYE, Inside IR35, or Other
Date: Period dates the timesheet is for
Received Date: Date the timesheet has been submitted
PO Number: If a PO has been linked to the timesheet, the number will be displayed
Location: If a location has been assigned, it will be displayed
Net (£): Net amount for the timesheet
Tax (£): Tax amount for the timesheet
Gross (£): Gross amount for the timesheet
To add all timesheets to the batch, click the select all box. Otherwise, individual timesheets can be selected.
Press the ADD TO BATCH button to add these timesheets to the batch.
Update Batch
Select the relevant timesheets and update the batch to add these timesheets to the Batch.
The Batch will now move to Pending status.
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