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Administrative and Reporting Systems
EMS
EMS: Invoicing
EMS: Invoicing
Applies To
EMS (Events Management Software)
Step-by-Step
Click on
Billing
-
Invoices
-
Invoicing
Note:
If you have already done this and Memorized settings, then you can skip steps 3-9 and just click on the
Setup
drop down list and choose the saved settings that you want to invoice for
Click on
Date Range
Tab, verify that your department is in the
Department
field
Click on
Buildings
tab and choose the appropriate Buildings to invoice for
Click on the
C
ategories
tab and choose the appropriate Categories to invoice for
Click on the
Statuses
tab and choose the appropriate Statuses to invoice for
Click on the
Group Types
tab and choose the appropriate Group Types to invoice for
Click on the
Options
tab
Choose the appropriate
Header Message
for your dept
Choose the appropriate
Footer Message
for your dept
Only change the check box options if needed
Click
Memorize
to save these settings for future use, and type in a
Name
Only check the box for
Public (Available to All Users)
if you want anyone that has EMS access to be able to use this invoicing options
Click on
Date Range
tab, and choose a
Starting Date
and
Ending Date
(the dates of the events you want to include)
Click on
Generate
button
Select All
, or select the events you want to Invoice for
Click
Preview
, to view the invoices before finalizing them if needed
Click
Final
to finalize them and it will prepare the transactions for the nightly GL Feed.
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Details
Article ID:
64022
Created
Tue 10/9/18 11:44 AM
Modified
Mon 11/11/19 1:55 PM
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Check out this article I found in the ITC Services Portal knowledge base.<br /><br /><a href="https://services.dartmouth.edu/TDClient/1806/Portal/KB/ArticleDet?ID=64022">https://services.dartmouth.edu/TDClient/1806/Portal/KB/ArticleDet?ID=64022</a><br /><br />EMS: Invoicing