Accounts Receivable Cycle Invoicing Cycle Non-Master Accounts

How To Cycle Invoice Non-Master Accounts (continued)

Reviewing the Cycle Batch Results

4.  Review the Results - Once the Cycle Invoicing Generation Process has completed, the Cycle Invoicing [Batch List] will be displayed.  To print the results of the Cycle, highlight the Cycle, right-click then select Print; select one of the report options. 

Once the selected report is displayed in preview mode, the User may export the results to an Excel spreadsheet, a PDF file, an RTF file (MS Word type), HTML page or a plain text document, or may print the report to a printer.  To export the report, click on the desired export format button from the upper toolbar of the Report Preview.

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After the Cycle Report has been reviewed, proceed to the Posting process.  If errors were found and recurring lines need to be corrected, delete the Cycle; make the necessary corrections to the recurring lines then begin the Cycle Generation process again with steps 1 through 4.  If report results are satisfactory, proceed to step number 5.  If corrections need to be made to recurring lines, please read the next paragraph for instructions on how to delete a cycle.

To delete a cycle in need of corrections, navigate to Accounts Receivable/Cycle Invoicing, highlight the Cycle then right-click, and select Delete Cycle.  A message will be displayed confirming if you want to delete the selected cycle; press the Yes button to delete the cycle.

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