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  • Invoicing Managements Functions

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    Mahmoud Hadiya
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    invoicing Managements functions

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    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    10 views2 pages

    Invoicing Managements Functions

    Uploaded by

    Mahmoud Hadiya

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Supplier Management Customer Management

    Create new Supplier Create new customer


    search for existing supplier Search for existing customer
    Update Supplier Update customer
    Inactive Supplier Inactive customer
    Create new supplier site Create new customer Site
    update supplier site Update customer site
    inactive supplier site Inactive customer site
    search for existing supplier invoice search for existing customer invoice
    create new supplier invoice Create new customer invoice
    Create new supplier prepayment Create new customer Prepayment
    update invoice in draft status update invoice in draft status
    delete invoice in draft status delete invoice in draft status
    validate invoice Complete invoice
    cancel validated invoice Cancel Invoice
    cancel invoice line cancel invoice line
    Create credit memo Create credit memo
    Apply credit memo to invoice Apply credit memo to invoice
    show avalable invoices to pay show avalable invoices to pay
    pay invoice in full link payment for spisific invoice
    pay invoice partial link prepayment for spisific invoice
    apply prepayment to invoice Create new payment
    Create new payment update darft payment
    update darft payment delete draft payment
    delete draft payment search for existing payment
    search for existing payment cancel payment
    cancel payment View Customer current Balance
    View Supplier current Balance Customer Invoice workflow
    Supplier Invoice workflow payment reminder for late payment
    Add attachement to invoice Add attachement to invoice
    Update attachement on invoice Update attachement on invoice
    Delete attachement on invoice Delete attachement on invoice
    Add attachement to payment Add attachement to payment
    Delete attachement on payment Delete attachement on payment
    Update attachement on payment Update attachement on payment
    Shared Cash Managements
    create new bank Create bank statement
    update bank add payments to the statement
    inactive bank reconcile payments
    Search for bank View reconciled transactions in bank statement
    create new bank account reverse bank statement
    update bank account Add attachement to bank statement
    inactive bank account Update attachement on bank statement
    view bank account current balance Delete attachement on bank statement
    Create new currency
    inacvtive currency
    Define daily rates
    update daily rates
    Define Transaction Sequance
    Assingn Sequance to transaction type

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