Overview
The merge function will combine Billing Lines into a single Billing where the customer is the same. This tool is used to consolidate multiple Billing records into a single Accounts Receivable record. For example, let's say you wanted to bill timecard entries and expense reports in the same Billing to a customer. You could create time card Billings and expense report Billings and then merge them.
The Billing record with the largest value for Billing name will be preserved as the “merged” Billing when two Billing records are combined. Up to 200 Billings can be selected to merge at one time.
Merge Billings
- Navigate to Accounting Home and click the Create Entries tab. Then, under the Revenues menu, click Billings.
- Select a list view (other than the Recently Viewed list view).
- Select the Billings you wish to merge from the list view of the Billings tab.
Note: Only unposted Billing records can be merged. - Click Merge Billings on the list view. This will present a confirmation screen of the Billings you wish to merge.
- From the confirmation screen, click Merge to complete the process.
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