How do I export Invoices and Multi-Client Invoices?
The invoicing module includes multi-currency processing, integrated tax assignment and an extensive rate engine to generate fully functional invoices that are easily exported to the Great Plains list of A/R invoices. The following illustration overviews the process for exporting the invoices to Great Plain.
Importing Objects into Tenrox
Before exporting the invoices and multi-client invoices, the following objects are imported into Tenrox. Click here to view the how do I import objects from Great Plains to Tenrox article for more information.
- Accounts: GL accounts from Great Plains
- Customers as Clients: customers for whom invoices and multi-client invoices are generated
- Employees as Users: employees who create time entries
- Taxes: tax schedules and tax groups associated with the clients being invoiced
Note:
- If taxes and clients are not imported at the same time, then the taxes are imported first and subsequently the clients to ensure that the imported clients are always associated with the correct taxes. If taxes and clients are imported at the same time (during the same import process), the tax association is automatic.
- When importing Customers (Clients) into Tenrox, the Payment Terms are imported at the same time. The Payment Term associated to the Customer will be properly associated when the client is being created.
- If a Customer (Client) does not have a Payment Term configured in Great Plains, the system default Payment Term will be set.
- If a Payment Term receivables account is associated to the Customer in Great Plains, this account will also be imported to the Client in Tenrox.
- The Payment Term Apply to Net Amount option maps to the Apply to Tax option in Great Plains.
Available as of Tenrox 2014 R3 Payment Terms added as a seperate and configurable object in Tenrox.
Setting Up Segmentation
The setup of segmentation is important when exporting invoices and multi-client invoices since it is through segmentation that the accounts are set to the invoices being exported. Click here to view the how do I setup segmentation article for more information.
Creating Time, Expense or Charge Entities
The time, expense or charge entries are first created and then submitted for approval. After the time, expense or charge entries are approved, they can then be exported to Great Plains. When a time, expense or charge entry is created, it is associated with a tax group imported from Great Plains, as well as flagged as billable, to be included in the invoice or invoice batch. When an expense entry is created, it is also associated with an expense item imported from Great Plains.