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changes.mady.by.user Max Ciereszko

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changes.mady.by.user Amit Jain

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Ref No

Description

NA

OK

Not OK

OK After Correction

Review Date

Feedback

B001

B003

Create Invoice Batch:

Navigate to

Check that using the Billing > Invoice Batch screen you can search for time groups and create an invoice batch successfully.

  • Search for a time group.

  • 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.

  • Check that you can select one or more debtors within a time group and create an invoice batch to invoice the selected debtors’ timesheets.

    • B002

    Find & preview existing invoices:

    1. Navigate to the Billing > Manage Invoices/Credit Notes screen.

    2. In the search section of the screen, key/select some invoice search criteria and search for existing invoices.

    3. Check that you can select an invoice in the results section of the screen and click Preview to display a preview of the selected invoice.

    Create a manual invoice:

    B002

    Check that using the Billing > Manage Invoices/Credit Notes 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 of the screen after a successful search.

    B003

    Check that you can create a manual invoice/credit note using the Billing > Manage Invoices/Credit Notes screen.

    B004

    Check that using the Billing > Manage Invoices/Credit Notes screen you can search for a closed, non-timesheet based invoice and then raise a manual credit note against that invoice.

    B005

    Check that using the Billing > Manage Invoices/Credit Notes screen you can search for and display a closed invoice and use the Assign/Change Purchase Order option to assign or change the purchase order assignment of individual invoice items on the closed invoice.

    B006

    Check that an existing, closed invoice can be credited and rebilled by processing a Credit Rebill batch under Billing > Manage Credit Rebill.

    B007

    Check that you can search for, preview and print/email invoices and credit notes from the Billing > Manage Delivery screen.

    B008

    Check that via the Billing > Invoice Log screen you can search for and list instances of invoices/credit notes having been printed and emailed.

    B009

    Check that under Billing > Debtor you can search for and open/edit existing debtor records.

    B0010

    Check that under Billing > Reports you can successfully run the available billing reports.

    B0011

    Check that under Billing > Maintenance > Taxation you can search for and open records and check that the records display correctly.

    B0012

    Check that under Billing > Maintenance > Time Group you can search for and open records and check that the records display correctly.

    B0013

    Check that under Billing > Maintenance > Terms you can search for and open records and check that the records display correctly.

    B0014

    Check that under Billing > Maintenance > Messages you can search for and open records and check that the records display correctly.

    B0015

    Check that under Billing > Maintenance > Billing Fees you can search for and open records and check that the records display correctly.

    B0016

    Check that under Billing > Maintenance > Oncost Groups you can search for and open records and check that the records display correctly.

    B0017

    Check that under Billing > Maintenance > Billing Company you can search for and open records and check that the records display correctly.

    B0018

    Check that under Billing > Maintenance > Purchase Orders > Bill Code Groups you can search for and open records and check that the records display correctly.

    B0019

    Check that under Billing > Maintenance > Purchase Orders > Alert Templates you can search for and open records and check that the records display correctly.