Viewing All To Be Posted Orders
The To Be Posted tab of the Work in Progress window displays if Paid Invoices exist that have NOT been posted.
- Unposted Paid Invoices can be created when upgrading from a previous release of ALLDATA® ManageSM.
- Once you post all the Invoices, this tab stops displaying.
To view all To Be Posted orders:
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From the Main shortcut bar, select Work in Progress, Saved Estimates.
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Select the To Be Posted tab.
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On the To Be Posted tab, click an Invoice to see the Job information in the Details section (at the bottom of the window).
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Select an Order and click Post (or double-click an Order).
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Result: The Order is posted and sent to the Service History window.
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