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Then enter an Effective Date Range or Financial Period and click on Ok. This can be done by clicking on the Calendar Icons or by clicking on the Pick Period drop-down menu and choosing an option.
Any invoices with an Effective Date in the entered range or selected period will appear as shown below. Here you will see the current status of each invoice, the cost, effective date, and additional information. Next, you will need to click on Aggregate now... This will produce a single document for each client displayed for the configured time period.
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If you need to review a document prior to completing any of these steps, simply click on Select next to the appropriate one in the list. |
The following pop-up window will appear. This will show the total number of invoice to be aggregated, which does not include any already aggregated invoices or any flagged as not required. If single invoices are present in the displayed time period, you have the option to aggregate them as well. To do so, click on the checkbox next to Aggregate even if there is just one invoice for a billing company. When finished, click on Ok.
Once the invoices have been aggregated, the screen will appear as shown below. As you can see, now only one invoice exists for the client (Marketing Gurus in this example). In the Agg. Column, it now displays Aggregation and the dollar amount of the two invoices has been combined.
Step 2: Approve the Invoices
After the invoices have been aggregated for one or more clients within the configured date range, you will need to continue to Step 2 - Approving the Invoices. To do so, click on Approve at the top of the screen.
The Aggregation Column will now show Yes. If previous invoices have been approved, they will appear here as well. To only see the ones that need approval, use the Filter Menu located above the Client Column. Use the checkboxes to select specific documents for approval or simply click on Approve to approve all invoice documents.
If the settings have not been enabled for invoice auto numbering, you will see the message below next to Invoice number/date. It is recommended to configure these settings prior to approving invoices. This can be done by clicking on Configure Auto Numbers, which will open a new tab in your browser for viewing and changing these settings.
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