Practice Manager only
The Draft Bills page enables you to view a list of all draft bills for a company for a specified period or by draft number. You can also bulk process your draft bills easily and quickly using the Tasks bar options.
Tasks bar options
|
Option |
Description |
|---|---|
|
Run draft internal bill report |
Produce a draft internal bill report for the selected bill in a highlighted row. |
|
Preview |
Preview the selected bill in a highlighted row. |
|
Draft (AE) |
Change the Entry Status of a selected bill(s) to draft. Selected bills are those that have the adjacent checkbox ticked. |
|
Submit (AE) |
Submit an individual bill or a number of selected bills at one time. Selected bills are those that have the adjacent checkbox ticked. The Entry Status of the bill(s) changes to Submitted. |
|
Approve (AE) |
Approve an individual bill or a number of selected bills at one time. Selected bills are those that have the adjacent checkbox ticked. The Entry Status of the bill(s) changes to Approved. |
|
Post |
Post an individual bill or a number of selected bills at one time. Selected bills are those that have the adjacent checkbox ticked. For MYOB AE, see Authorising and posting bills. For MYOB AO, see Posting a draft bill. |
Other features of the Draft Bills page
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Click the hyperlinked Draft No. of a selected draft bill to open the draft bill in the Billing Main page where you can make changes to the bill.
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Click the hyperlinked Client name of a selected draft bill to open the client’s Bills tab.
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Click the hyperlinked Parent name of the selected draft bill to open the parent company’s Bills tab.
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Click the hyperlinked Partner name of the selected draft bill to open the partner’s Employee > Main tab.