Tip of the Month for: July 2019
Get a Quick Count and $ Total of Selected Invoices in A/R
Starting with last fall's release of Answers, the Account Analysis tab and window used in programs such as Customer Inquiry and Cash Posting will now keep a running count and dollar total of invoices selected. This totaling feature works off the same check-mark that can be placed in the very first (far left) column of an invoice line to print, email, or fax another copy of an invoice. You can still use this check-mark to gain access to this totaling feature even if you do not plan to print, email, or fax as those can be easily cancelled out of once you get a total that you need. This feature can be particularly helpful if speaking with a customer trying to get a total of selected invoices they wish to pay.
You can see the total of selected (i.e. checked invoices) in two ways. First, if you have enlarged your window horizontally, the number of invoices selected and the dollar total of them will be shown in blue text to the right of the icons (attachments, invoice notes, and help) in the lower right corner. Secondly, even if you don't want to or can't enlarge your window horizontally, you can right-click on any line and the top line will provide the same count of invoices and dollar total of invoices selected/checked. Either way, the message will read similar to "# Invoices Totaling $$$.$$".