To view your batch sheets, simply go to Charges > Batch Sheets and click the one you want to view.
The batch sheet layout contains two main sections: Batch Sheet Information and Batch Charge Sheets. Use the two buttons at the top of the page to get to the section you need.
Editing Batch Sheets
You might want to edit your batch sheets if you need to make changes to any pre-existing information; or add/remove charges.
The quickest way to edit a batch sheet is by clicking the pencil icon corresponding to the batch sheet record.
You can also edit from within the Batch Sheet Details page, by clicking the Actions button on the right, then choosing Edit.
You can now change any field, except for Location and Product Group. Make sure to Save your changes before exiting the edit mode.
To delete any pre-existing charges, click the red “x” at the left end of the line; or add new ones, using the Add new line button.
NOTE: No changes can be made to completed batch sheets. If you have access to completion and approval options, you may uncheck the Completed checkbox to enable editing.
Deleting a Batch Sheet
You can quickly delete a batch sheet by clicking the red “x” next to it in the list.
Batch sheets can also be deleted from the Actions menu on the Details Page.
Copying a Batch Sheet
You might want to copy a batch sheet when you need to create charges for the same type of products/services and the same location. This makes it easier or you to create new batch sheets (for example when charging clients from one specific location, for the same products/services each month.
To copy a batch sheet, first go to Billing > Batch Sheets and find the one you need in the list. Use list views and filters if you need to.
Once you have found your batch sheet, click on it, then click the Actions button on the right. Select Copy and you’re ready to create another batch sheet, with the essential fields already completed.
Viewing Batch Sheet Events
Events display actions that have been taken, with regards to a specific batch sheet. To view them, simply go to Billing > Batch Sheets and find the one you need in the lis. Use list views and filters if you need to.
Once you have found your batch sheet, click on it, then click the Actions button on the right. Click See Events to proceed.
Here is an example list of Events that shows essential batch sheet details (at the moment of its creation) as well as changes that have been made later on.
Updating Multiple Batch Sheets Simultaneously
You can make changes to multiple batch sheets at the same time, by using the options at the top of your list.
First, go to Billing > Batch Sheets and find the one you need in the lis. Use list views and filters if you need to.
To update batch sheets, first select them from within the list, by checking their corresponding checkbox. When you’re ready, use one of the options at the top:
- You can delete all the batch sheets you selected, in one go.
- Make updates, using the Update button. You can approve them, update the batch date, complete them, update the estimated total, location or product group.
- Export your batch sheets for use with other applications; such as Excel or accounting tools.
- Use the Complete Batch or Approve Batch buttons to go through the completion or approval process even faster.