Tools - A/R Utility - Invoice Batch Update Payment/Adjustment Feature -TPS Cloud Axis and QuickBooks Online QBO Initial Synchronization

The A/R Utility - Invoice Batch Update for Payment/Adjustment feature allows you to fully pay or adjust multiple invoices in a batch, creating separate transactions for each invoice with the outstanding amount applied as a payment or adjustment. This tool is specifically designed for TPS Cloud Axis synchronization with QuickBooks Online (QBO), facilitating the cleanup of accounts receivable (A/R) in TPS before the initial synchronization process.

Currently, this utility is limited to this specific use case, but the development team will be adding more features and permissions to enhance its functionality in the future.

1. Access the Tools - A/R Utility
   
   
2. Select Invoices:
   • Search by Invoice Status, Invoice Code, number, or client.
   • Or use the available filtering options by clicking the 'Filter' icon.
     
     
     
3. Add to List:
   • After selecting invoices by adding a check mark next to each of the selected ones, click on 'Add to List.'
     
     
4. Confirm the selected invoices that are added, and click 'Update Selected Invoices.'
   
   
5. Fill in Payment Information:
   • Select a specific date or leave it empty to use the invoice date for the payment.
   • Choose either payment or adjustment.
   • Select the bank account.
   • Select the payment method.
   • Optionally, type a description.
     
     
     
6. Pay Invoices:
   • Click 'Pay Invoices' to finalize the batch process.
     
     

Sincerely,

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