Ref No | Description | NA | OK | Not OK | OK After Correction | Review Date | Feedback | |||||||
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B001 | Create Invoice Batch: Navigate toCheck that using the Billing > Invoice Batch .Search for a time group - a list of time groups should display in the results section of the screen. Click the View button next to a time group - a list of debtors who are linked to the time group should be displayed. Click the View button next to a debtor - a list of the timesheets linked to the debtor should be displayed. Filter the list of the debtors timesheets by type and stage - the list of timesheets should update according to the filtering options that you select. Close the list of timesheets, select one or more debtors who are linked to the time group and click Create Invoice Batch - you should be able to successfully create an invoice batch to invoice the selected debtors' timesheets. | B002 | Find & preview existing invoices: Navigate toscreen you can search for time groups and create an invoice batch successfully. | |||||||||||
B002 | Check that using the Billing > Manage Invoices/Credit Notes screen .In the search section of the screen, key/select some invoice search criteria and search for existing invoices/credit notes - existing invoices/credit notes that match your search criteria should be listed in the results section of the screen. you can search for open and closed invoices/credit notes successfully, view the details and preview the invoices/credit notes that are listed in the results section , click the View button - the detailsof the invoice/credit note should be displayed in the Invoice/Credit View screen.Close the Manage Invoices/Credit Notes screen. screen after a successful search. | |||||||||||||
B003 | Create Check that you can create a manual invoice/credit note : Navigate tousing the Billing > Manage Invoices/Credit Notes screen.Click Add > Invoice or Add >Credit Note - The Invoice/Credit Note Entryscreen should open.Search for and select the Debtor and Billing Company. . Close the invoice/credit note - the manual invoice/credit note should be created successfully. | B004 | ||||||||||||
Credit an existing invoice: Navigate toB004 | Check that using the Billing > Manage Invoices/Credit Notes screen .Searchyou can search for a closed, non-timesheet based invoice - invoices matching your search criteria should be listed in the results section of the screen.In results list next to the relevantinvoice , click the Credit Invoice button - the Credit Note Entry screen should open and the debtor and billing company details should be pre-populated.Add one or more credit items to the credit note. Close the credit note - the credit note should be created successfully. | B005 | Credit Rebill Process: Navigate toand then raise a manual credit note against that invoice. | |||||||||||
B005 | Check that an existing, closed invoice can be credited and rebilled by processing a Credit Rebill batch under Billing > Manage Credit Rebill. Add a new Credit Rebill batch and take note of the batch number. Process the Credit Rebill batch part of the way but do not close the batch. Navigate away from the Credit Rebill batch. Using the Manage Credit Rebill screen, search for the batch you created - the batch should be listed in the results section of the screen. Click the View button next to where the batch is listed in the results section of the screen - the Credit Rebill screen should open and the batch should be at the same stage where you left off. Process the batch to the last stage and close the batch - a credit note and a rebill invoice should be successfully created for the original invoice you selected in the Credit Rebill batch. | |||||||||||||
B006 | Invoice delivery:
| B007 | Invoice log:
| B008 | Debtor:
| B009 | Reports: Navigate to Billing > Reports. B006 | Check that you can search for, preview and print/email invoices and credit notes from the Billing > Manage Delivery screen. | ||||||
B007 | Check that via the Billing > Invoice Log screen you can search for and list instances of invoices/credit notes having been printed and emailed. | |||||||||||||
B008 | Check that under Billing > Debtor you can search for and open/edit existing debtor records. | |||||||||||||
B009 | Check that under Billing > Reports you can successfully run the available billing reports. |
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