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changes.mady.by.user Max Ciereszko

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changes.mady.by.user Amit Jain

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Description

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OK

Not OK

OK After Correction

Review Date

Feedback

B001

Create Invoice Batch:

Navigate to

Check 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 to

    screen 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

    you can search for open and closed invoices/credit notes

    - existing

    successfully, view the details and preview the invoices/credit notes that

    match your search criteria should be

    are listed in the results section of the screen

    .Next to any of the invoices/credit notes listed in the results section, click the View button - the details of the

    after a successful search.

    B003

    Check that you can create a manual invoice/credit note

    should be displayed in the Invoice

    using the Billing > Manage Invoices/Credit

    View

    Notes screen.

    Close the

    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

    B004

    		In the result section of the

    Check that using the Billing > Manage Invoices/Credit Notes screen

    tick an invoice/credit note and click Preview - a preview of the selected invoice/credit note should be displayed.

    B003

    Create a manual invoice/credit note:

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

    2. Click Add > Invoice or Add >Credit Note - The Invoice/Credit Note Entry screen should open.

    3. Search for and select the Debtor and Billing Company.

    4. Add one or more invoice/credit items to the invoice.

    5. Close the invoice/credit note - the manual invoice/credit note should be created successfully.

    Credit an existing invoice: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.