You can transfer the remaining invoices to accounting from the Accounting view. Choose either All Untransferred Invoices or Selected Invoices to be transferred. After the transfer, the invoices will be marked with the date of the transfer (Transferred to Accounting column). A report of the transfer will also be generated in the Reports - Transfer Reports view.
All Untransferred Invoices to Accounting
Untransferred invoices do not need to be selected, as the program will automatically transfer all untransferred invoices to accounting. When you click Transfer to Accounting - All Untransferred, all untransferred invoices will be transferred to accounting.
Selected Invoices to Accounting
You can select one or more invoices, whether consecutive or scattered, to be transferred to accounting. NOTE! With the Transfer Selected option, an invoice can be transferred to accounting again, even if it has already been transferred before.
- To select a single invoice, click once on the invoice row -> the selected invoice row will turn blue.
- To select multiple scattered invoices, hold down the CTRL key on the keyboard and click on the desired invoices -> the rows of the selected invoices will turn blue.
- To select multiple consecutive invoices, click on the first invoice, then press the SHIFT key on the keyboard and click on the last invoice -> all invoices in between will be selected and the rows will turn blue.
After selecting the invoices, click Transfer to Accounting - Selected Invoices to transfer the selected invoices to accounting.