Create a Batch Template

This covers the creation of a new batch template.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Financial to expand the corresponding menu.
  3. From the menu click System.
  4. Upon the Financial Settings page displaying navigate to the Invoice tab.
  5. Click the Batch Templates sub-tab to view the list of available Batch Templates
  6. Click New.
  7. Enter the Name of the batch template,
  8. Indicate if this is to be the Default selection.

    Enter the Name

  9. Select the Invoice Generation Options. If you require creating a Custom batch template, proceed to step 10, otherwise proceed the step 12.

    Select the Invoice Generation Options

  10. Click Save, and then choose the Custom option.

    Note: Upon clicking Save, you can access the Filter tab and the Group Invoices based on identical values of the following attributes section.

  11. Under the Group Invoices based on identical values of the following attributes section:
    1. Select attributes by which to group invoices:
    2. Click the Add button
    3. View the selection under the Selected Columns.

      Select attributes

      Note: The Available Columns (left grid) displays a list of available attributes to select from:

      • The default attributes being: Project, Portfolio, Project Contact, User, Entry Type, and Project Currency (Displays only if the "Enable Project Currency override" option has been enabled through the Clients > Work Defaults page. Click here to view the article on enabling the Project Currency override.).
      • All non multi-select Project-level UDFs are also included.
  12. Select the Actuals To Include if different from the default.

    Select Actuals

  13. Click Save to apply your changes.