Excluding Cancelled Financial Documents from Send All

  • Updated

This article provides a guide on how to manage cancelled financial documents in BigChange. It explains how to retain all financial documents for audit trail purposes, including those that have been cancelled, and how these documents are excluded when using the 'Send all' function.

Understanding Cancelled Financial Documents

Cancelled financial documents are not included when you click the 'Send all' icon. This is because BigChange is designed to only send active financial documents. Here's how it works:

  • A cancelled financial document will appear in the list view in red.
  • If a financial document has been cancelled, it won't appear in the list when 'Send all' is clicked in financial documents.
  • For instance, if you have five invoices showing against a customer in the CRM and one of these invoices has been cancelled, only the active invoices will be sent.

Send all.png

Sending Financial Documents

To send all active financial documents, follow these steps:

  • Select the 'Send all' (icon) at the bottom of the filters
  • Compose email using the email editor and apply any other information or settings (such as: Persons, CC, any attachments.
  • Select 'Send'.
  • A pop-up message will confirm that the action has taken place.

Send all 2.png

Conclusion

In conclusion, BigChange ensures an efficient management of financial documents by excluding cancelled documents when using the 'Send all' function. This feature helps maintain an accurate and reliable audit trail. Always remember to check your mailbox to confirm that the correct number of invoices has been sent.

Video