☑️ Post a Multiple Line Charge (Invoice) or Credit in ParcVu Desktop
Last updated 4 months ago
To access this function the user will need the Allow Ledgers sub-menu permission
The ‘Post Multiple Line Charge/Credit’ facility can be used to add ‘Ad hoc’ Charges or Credits for multiple items to a single account simultaneously
From the Home screen, to to Ledgers Sub Menu > Post Multiple Line Charge/Credit
A Park must be selected in the top right corner of the screen - this option will be greyed out if set to All Parks
Select ‘New Charge/Credit’ from the navigation list at the top right of the screen and the required fields will be livened up to enable you to enter the information.
Enter the required Account Number into the ‘Account Code’ field. If you need to search for the Account Number, enter the first letter of the Park Code into the field and hit the ‘Tab’ key on your keyboard. A message will be displayed, offering a search facility, click ‘Yes’.
The ‘Find Account’ screen will be displayed, use one of the search fields and click find>>
From the list displayed, double click on the required Account and the Account Number will be automatically input into the ‘Post Charge/Credit’ screen. (The Account details and current Rent Ledger balance will also be shown at the bottom of the screen).
Select the required Invoice Date and then select ‘New Charge/credit’ on the navigation list’
An entry row will be displayed with an option above to select more entry rows as required
Click into the ‘Nominal Code’ field and the select the required nominal
If the nominal code is not available to select, your Internal ParcVu Administrator will need to make that nominal available for Manual Invoicing. For more information on amending nominal codes, see the article Amending Nominal Codes in ParcVu Desktop
The Nominal Code description will be automatically entered
In the ‘Line Amount’ field, click into the amount showing to highlight it, then, enter the required amount for this invoice line.
To post a credit, enter a minus sign (-) in front of the amount. It is possible to post both credits and invoices in the same batch
Click on the line above the entry and a new entry line will be displayed, continue as above until all required items have been added
When finished select ‘Post Charge/Credit’ on the navigation list, confirm the message to ‘Print Invoice’.
Confirm whether you wish to create another. If you select ‘Yes’ the previous Account number will be retained for you to create another invoice.
If you want to create an Invoice for a different Account, select
‘Cancel Charge/Credit’ from the navigation list at the top right of the screen and the Ledgers menu will be displayed.
When finished, click on the tab at the top of the screen to return to the Main Menu. The Invoices/ Credits will now appear on the selected accounts Ledger
Post Multiple Line Charge/Credit should not be confused with Post Multiple Charge/Credit
Post Multiple Line Charge/Credit - Post charges/credits for multiple items to a single account in bulk
Post Multiple Charge/Credit - Post charges/credits for the same item to multiple accounts simultaneously in bulk