Solution

Locating Debtor Schedules

Invoices ending with an S are Insurer Schedules (e.g. 3456S) and invoices with an A are ACC Schedules (e.g. 130514A00). To locate these invoices:

1. Go to ACC45's and Batches >> Existing Schedules

2. Set the Schedule Type to Insurer or ACC (or any other required filter). If known, enter the schedule number in the Schedule No field

3. Click Get Data. The invoices matching the specified criteria are displayed in the Schedules grid.

Note: The Schedule Status Summary box shows how many schedules of each status match your specified criteria.

 Click on the status in the Schedule Status Summary box to display the matching schedules.

Locating Debtor Invoices

Invoices that do NOT end with the letter S (eg. 3456) are called "manual invoices".

To locate these invoices:

1. Go to Accounting Form >> Money In >> Invoices
2. Select the required Debtor (and any other filter). If known, enter the invoice number in the Invoice No field
3. Click Get Data. The invoices matching the specified criteria are displayed in the Invoice History grid.

Note: As with most grids in GPM, you can click on a column header to change the order (eg. click on Invoice No to order invoices by invoice number).

Locate Client Invoices

To list invoices linked to a client:

1. Select a client and open the Client Details window
2. Select the Accounts tab then click on the Invoices sub-tab
3. Select the filtering criteria (ticking the Show Related Invoices will include debtor invoices related to the selected client)
4. Click Get Data. The invoices matching the specified criteria are displayed in the Invoice History grid.