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Posting bills in bulk

This support note applies to:

  • AO Practice Manager (NZ)

  • AO Practice Manager (AU)

  • AE Practice Manager (NZ)

  • AE Practice Manager (AU)

Article ID: 34345

You may want to post bills in bulk when you:

  • have used the bulk invoicing option

  • have created a number of bills at the end of the month and haven't posted them individually

  • use Creating a standing order/recurring bills and a number of them fall due on the same date or within the same period.

To post bills in bulk in AO

  1. Click the Billing icon and, in the Draft Bills tab, click Search. All current draft bills are displayed.
    AO Draft Bills.png

  2. To post the bills in bulk, choose a bulk posting option:

    You can identify standing order bills in the Draft Bills tab by the red tick Red Tick standing orders.png in the S/O column.

     

    • To choose which bills to include, in the Draft Bills tab, select the checkbox to the left of the Date Created column.
      Bulk Bills AO_select some_outline.png

    • To include all bills, in the Draft Bills tab, select the checkbox in the column header to the left of the Date Created column.
      Post bulk bills AO_all.png

  3. When you've selected all the bills you want, on the Tasks bar, click Post. The Draft Bills window appears and the prompt Are you sure you want to Post all the selected bills? appears.

  4. Click Yes. The selected bills are posted.

    To print bills in bulk, see

    Printing bills

    .

To post bills in bulk in AE

  1. Click the Billing icon to open Draft Bills and click Search. All current draft bills are displayed.

  2. To post the bills in bulk, choose a bulk posting option:

    You can identify standing order bills in the Draft Bills tab by the red tick Red Tick standing orders.png in the S/O column.

    • To choose which bills to include, in the Draft Bills tab, select the checkbox to the left of the Date Created column.

      AE Draft Bill bill selection.png

    • To include all bills, in the Draft Bills tab, select the checkbox in the column header to the left of the Date Created column.

      AE Draft Bills _ all bills selection.png

  3. When you've selected all the bills and the bills aren't already submitted, on the Tasks bar, click Submit. The Entry Status column status updates to Submitted.
    Draft bills Entry status.png

  4. From the Tasks bar, click Approve. The Authorised Status column status updates to Authorised.
    Draft bills Authorised status.png

  5. When the bills are ready for posting, click Post. The Draft Bills window appears and the prompt Are you sure you want to Post all the selected bills? appears.

  6. Click Yes to post the selected bills.

    To print bills in bulk, see

    Printing bills

    .