Select Invoices

The invoice selection screen can be used to create a list of invoices for the Export Invoices program.
Invoices can be listed manually by entering the desired invoice numbers in this table and an Invoice Search window is provided to look for and select relevant invoices.

Alternatively this invoice table can be populated by importing a list of invoices using the LOAD of a tab-delimited text file, and the IMPORT actions outlined below.

Note: Although invoices in Current and Batch status can be imported into the list in Export Invoices, only invoices in History will be exported to the XML file.

ACTIONS:
Additional actions provided by buttons on the Select Invoices utility include:

• Move the Data File from the Client to the Server:
  Click the LOAD button copy the tab delimited text file to the data directory on the server, using the Select a File to Upload utility and re-naming it to 'xml_inv_list.txt'

  Note: This file can be created by saving a spreadsheet consisting of one column listing the invoice numbers without using any headings, to a tab delimited text file.

• Populate the 'Select Invoices' Screen:
  Click the IMPORT button to copy the invoices from the import file into the Select Invoices table, in preparation for XML export.