EventPro User Manual

Find and Filter Invoices in Accounting | Finance

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Find and Filter Invoices in Accounting | Finance

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Find and Filter Invoices in Accounting | Finance

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1.To sort the invoices in the Finance screen, click on the heading by which you want to sort the list (e.g. Invoice #, Booking #, Company, Contact Name etc.).

Note that you may not be able to see all of the invoices, depending on your location user rights.  To view invoices linked to an event, you must have viewing rights to at least one location in the event. See Chapter 1: Setting Up EventPro, Step 10: User Rights, Creating User Right Groups: Location Rights.

2.To search for an invoice, click on the heading under which you want to search and type your search term in the Search field.  For example, if you want to search for an invoice billed to a specific company, click on the Company heading and begin typing the company name in the Search field.  The red arrow in the left column will move to highlight the first invoice that matches the search.

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3.To filter the invoices so that a specific invoice is easier to find, click the Filter button to the right of the selection grid. The Filter Criteria window appears. To review the general principles of filtering records, review Overview: Common Functions, Setting a Filter.

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4.If you want to view the event related to the highlighted invoice, click the Events button at the top of the screen. The Event Maintenance screen will open, displaying the related event.