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Automatic batch processing of invoices

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Does anyone know if it is possible to create a workflow which automatically posts invoices at set intervals throughout the day?

If yes, are you able to provide any details of how to set up?

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  • bc_new_boy Profile Picture
    bc_new_boy on at
    RE: Automatic batch processing of invoices

    Thank Valentin for your help.

    Just another follow up question - should we need to also make any chances in the Sales & Receivables setup screen Post with Job queue?

    pastedimage1674721325195v1.png

    Also this is the setup I have currently done on Job Queue Entry - do I need to make any changes to the Parameter string?

    pastedimage1674721474143v2.png

  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,747 Super User 2024 Season 2 on at
    RE: Automatic batch processing of invoices

    You can setup a Job Queue Entry using one of the out of the box batch post reports.

    1. Navigate to the Job Queue Entries Page

    pastedimage1674713147540v1.png

    2. Create a new job queue, click on the Object ID field

    pastedimage1674713176236v2.png

    3. Search for batch post and select a report

    pastedimage1674713243936v3.png

    4. Select any other filters as needed in the Job Queue Card and select the Report Request Page to filter on the specific invoices you would like to post

    pastedimage1674713361247v4.png

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