The following fields and buttons appear on the tab that displays when you select the menu option.

Header

Current PropertyCompany

The PropertyCompany you currently have selected. Select another PropertyCompany from the drop-down list. The recurring invoices associated with that PropertyCompany display in the grid below.

Add Invoice Button

Use this button to add a recurring invoice.

Find [Column Title]

This field defaults to Invoice#; however, if you click any underlined grid column title, the field label changes to reflect your selection. You can then search for entries based on the field label. For example, if you know the invoice description, click the Description column title and the find field label changes to Find Description.

Enter the first few letters or numbers to search for (or select from a drop-down list if one displays), and then select the Find button. The items that are the nearest match to your entry display in the grid below. Click column titles to sort the list further.

Go Button

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Grid

Invoice #

The recurring invoice number that appears on lists and in reports. Click this column title to sort the list. Click the number link to display tabs.

Start Date

The first date on which the recurring invoice was produced. When you create invoices using a monthly frequency, the month in the date increments based on the original start date. The date appears on lists and in reports. Click this column title to sort the list.

Vendor ID

The vendor identification for the vendor appearing on this recurring invoice. The vendor identification appears on lists and in reports. Click this column title to sort the list.

Description

The description of the invoice, which is established on the Invoices screen. Click this column title to sort the list.

Status

The status of the recurring invoice.

Amount

The total amount of the recurring invoice.

Actions

Use the Void button to void a recurring invoice.

 Use the Delete button to delete a recurring invoice. This button displays only after a recurring invoice has been voided.

Note

Optionally, you can use Check Budget to check the budget to determine the effect that the recurring invoice you are adding will have on your budget.

1. From the Current PropertyCompany drop-down list, select a PropertyCompany. The recurring invoices associated with that PropertyCompany display in the grid.
2. Click Add Invoice. The Select Vendor Tab displays.
3. Select (or add) a vendor. The recurring invoice tabs display.
4. Use the General Tab, Detail Tab, and Schedule Tab field lists to complete the tabs.
5. Click Save. The Recurring Invoices tab displays again.

1. From the Current PropertyCompany drop-down list, select a PropertyCompany. The recurring invoices associated with that PropertyCompany display in the grid.
2. Click the Invoice # for the recurring invoice you want to edit. The recurring invoices tabs display.
3. Use the following field list to edit tabs: General Tab, Detail Tab, Schedule Tab.
4. Click Save. The Recurring Invoices tab displays again.

Note

A recurring invoice can be deleted until it is in an approved batch. After a recurring invoice is in an approved batch, it must be voided.

1. From the Current PropertyCompanydrop-down list, select a PropertyCompany. The recurring invoices associated with that PropertyCompany display in the grid.
2. Click the Void iconfor the recurring invoice you want to void. On the Recurring Invoices tab, the invoice Status updates to Void.

1. From the Current PropertyCompanydrop-down list, select a PropertyCompany. The recurring invoices associated with that PropertyCompany display in the grid.
2. Click the Invoice # for the recurring invoice from which you want to delete a line item detail. The recurring invoices tabs display.
3. Select the Detail tab.
4. Click the Delete icon for the line item detail you want to delete. The system deletes the line item detail immediately.
5. Click Save. The Recurring Invoices tab displays again.

 

1. From the Current PropertyCompany drop-down list, select a PropertyCompany. The recurring invoices associated with that PropertyCompany display in the grid.
2. Click the Delete icon for the recurring invoice you want to delete. The recurring invoice tabs displays.
3. Click Confirm Delete. The Recurring Invoices tab displays again.

 

 

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