Invoice grid updates (12.168)

When viewing invoices via a grid, enhanced grid functionality is available - this includes being able to:

• Pick columns

• Change the order of columns

• Save the new grid layout

3 new columns have also been added within the Pick columns option on to the invoice grid:
Supplier Type, Works Order Amount, Works Order Reference

Prior to this release, the invoice grids were fixed and could not be customised by adding or moving columns
Therefore this update provides the same functionality seen throughout the majority of grids on the system

While being publicised as part of the version 12.168 release, this update was implemented from version 12.167

1. Access invoice grids Use either of the two highlighted options: Click Lettings/Rentals then select Pending Authorisation or Authorised and Awaiting Posting Open

2. Access grid options From an invoice grid: Right-click over the column headings - a Pick columns option is available allowing columns to be added and removed from the grid The highlighted options are new columns which are now available to be added to the invoice grid Open Columns can be moved to the desired position in the grid and then saved Right-click over the column headings again and select Save grid layout Reset to default will put the grid back to its original layout When pre-approved invoice functionality is in use, the Pre-Approved column position is fixed on the left - it can be moved temporarily, but when returning to the grid it will be moved to its original position (as shown above) For more information on pre-approved invoice functionality, see section titled 'Pre-approved invoices' in this guide

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