Show Invoices Not Yet Batched to Your Accounting Package on the Invoice Search Screen

Create Views for Invoice Status in the Invoice Search Screen.

Views can help you to view quickly the invoices which are waiting to be processed by Wise-Sync. These invoices will be visible in the Accounting Interface as "Unposted Invoices". The benefit of creating this view is that you will be able to see the number of invoices that are waiting to be posted. As the sync is running, this view will be updated when you press search.

These views can be helpful if you need to interact with a large number of invoices when first setting up the accounting integration (if you have not batched invoices before).

Create new View "Un-Batched" to display invoices that are waiting to send to your accounting package. 

Here's how to do it:

  1. Click on the word "View" in the top navigation bar

  2. Click on the [+] button in the define a view window.
  3. Add the following parameters to filter only closed 'status' invoices

    a)Open/Closed : Contains : Closed

    b) Press Update


  4. Click the [+] button next to the logic added above.

  5. Add the following parameters to filter only invoice which have not been batched

    a) AND : GL : = : N

    b) Press Update

  6. Type 'Un Batched' in the View Name field

  7. Select the Checkbox to 'Share this view with everyone'.

  8. Press Save.

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