Billing (B)

B001

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

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.