Differences

This shows you the differences between two versions of the page.

--- issuing_goods:viewing_invoices [2021/08/10 14:21] – [Dynamic filter] Gary Willetts
+++ issuing_goods:viewing_invoices [2025/01/29 06:28] (current) – [mSupply also has a Bulk Finalise feature] Mark Glover
@@ Line 44: / Line 44: @@
-Down the left side is a sidebar, with 5 headings:
+Down the left side is a sidebar, with 6 headings:
   - Types
   - Find...
@@ Line 55: / Line 55: @@
 {{ :issuing_goods:side_bar.png?175 }}
+The //Find...// option does not expand but shows the [[issuing_goods:viewing_invoices#find_transactions_window|Find Transactions window]] again when clicked.
 Once the type of transaction has been selected, it remains selected while you further refine the required criterion from one of the four remaining headings, //By date//,// By status// etc. Be aware that a single criterion only from this group of 4 headings may be selected.
@@ Line 86: / Line 88: @@
 ==== Finalise ====
-Click on this button to change the status of the invoice to //finalised//.
+Only users with Finalise permission will be able to do this action. Click on this button to change the status of the invoice to //finalised//.
+== mSupply also has a Bulk Finalise feature ==
+<WRAP center round info 60%>
+We can bulk finalise normal invoices; however, this functionality is not available for invoices related to stock transfers. To finalize “stock transfer” invoices, you must open each specific invoice and finalize it individually. As stock transfer involves distributing physical stock to your client stores, this action cannot be un-done easily. Hence mSupply will expect you to finalise the invoice after careful consideration.
+</WRAP>
+When performing a bulk finalise, all selected normal invoices will be finalised. However, the following types of invoices will not be finalised:
+  * Stock transfer invoices. (read above)
+  * Invoices that are on hold.
+  * Invoices that are not confirmed.
+  * Invoices containing only placeholder lines.
 ==== Duplicate ====