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By using the Bulk Fees documents screen, Fees documents can be produced for postings entered into the Fees Ledger. For example, to produce an invoice document.
The bulk Fees documents allows for multiple documents to be produced in a single run. For example, to produce 100 invoice documents to send to clients.
The documents produced are dependant upon selections made within items included section. This includes documents for invoices, proforma's, credit notes, VAT receipts, cancelled / contras and reversed / reversals.
The quantity of documents produced will be dependant on how many client documents posted fall within the document date range. Clients included on the document run can be filtered by using the selection tab and the additional tab.
To produce one or two documents, it is recommended that the Fees Account display is used. Click here for the help topic.
To access the bulk Fees documents screen:
Log into the Fees Ledger.
Click on Reports.
Select client documents.
From the sub-menu, select invoices etc.
The Bulk Fees document options screen will be displayed.
To produce a document:
The bulk Fees Documents screen will include selected fees documents that lay within a selected date range. For example, to produce invoices that have been posted in the last month.
Selecting date & time entered or postings date will set which date on the fees posting that the system looks for:
Date & Time entered - the document date range will look at the date a posting was entered on to the Fees Ledger.
Posting date - the document date range will look at the date entered onto the invoice.
Click here for further details on posting dates.
It is recommended that 'posting date' is selected.
Select the document that you would like to produce:
Invoices - select Invoice to produce invoice documents
Proformas - select Proformas to produce proforma documents
Credit notes - select Credit notes to produce credit notes
VAT receipts - select VAT receipts to produce a VAT receipt
Cancelled / Contras - select cancelled and contras to produce a cancelleation or contra document
Reversed / Reversals - select Reversed / Reversal to produce a reversal document
If the selected posting type does not exist for clients within the selected date range, then no documents will be produced.
The bulk Fees documents will produce documents for postings entered within the date range entered below.
This section will search for postings based upon either the posting date, or date or time entered, as selected within the date range/ type section.
Start time |
Select the by date and time entered option from within the date range/ type section, to make the start time field become available. Type in a time, using a 24 hour clock, to exclude postings made before this time. For example, type 14:00 to exclude postings made before 2pm. |
From (an entered number of days) to now |
Select this option and the field to the right becomes available. In this field, type in the number of days from todays date that you would like to search for the Fees postings. |
From (a select date) to now |
Select this option and the field to the right becomes available. In this field, type in a date (or select using the button. Fees postings will be included between this date and todays date. |
From a (selected date) to (a selected date) |
Select this option and the two fields to the right become available. This will allow a range of fees postings to be searched. In the first field enter the start date and in the second field enter the date to end the range. For example, entering 01/10/2005 and 31/10/2005 will search for fees postings between these dates. |
Click OK to produce the document run. This will take you through to the document processor, where the document can be printed. Click Cancel to exit.
If a document doesn't exist for the date range set, clients selected within the selection tab or client categories selected within the additional tab, the client document can not be produced.
Client documents: Overview
Order tab help topic
Selection tab help topic
Additional tab help topic
Template examples
Document processor