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Export to Excel: Select one or more historical jobs for export to Excel. If none are selected, all of the jobs in the selection will be exported. Note that the selection of columns to be exported is also controlled by what the user has activated in their user profile. The Excel sheet also allows you to perform a range of update imports via the import studio.
To be able to create invoices based on assignments (Service Management), the work order(s) must be set to the status ‘Ready to invoice’. These jobs can be filtered out in the list view, either via the ‘Ready to invoice’ filter, or by clicking on the icon for ‘Create invoice (Historical)’. A job must have a minimum of an invoice recipient, as well as a material cost and/or hour cost in order to be invoiceable. Remember that to be able to invoice jobs, users must have ‘INV’ activated in access management.
Historical jobs that meet the invoicing criteria will be displayed in the filtered lists with a green colour in the column for invoice status. Select the historical records that you want to invoice, and click the Save button or ‘Enter’. 'Create invoice’ will now be displayed, and via this you can create the invoice(s), and further work on this or these can be done under the ‘Invoice’ menu.