Excluded Accounts
The Excluded Accounts zone lists the accounts which are excluded from the invoice request. It appears when Invoice Requests for Persons option is selected from the Search By list in the Search Invoice Request zone. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Account Information | Indicates the account for which the invoice request is created.
In addition, this column has a context menu which helps in navigating
to other screens in the application. Note: It has a link. On clicking
the link, the Account screen appears where
you can view the details of the respective account.
|
| Person Information | Indicates the person for which the invoice request is created.
In addition, this column has a context menu which helps in navigating
to other screens in the application. Note: It has a link. On clicking
the link, the Person screen appears where you
can view the details of the respective person.
|
A check box appears corresponding to each account. On selecting the check box, and clicking the Include button, you can include the account to the invoice request. You can also select multiple accounts at the same time. In addition, you can select the check box corresponding to the column header. This allows you to add all accounts listed in the respective page to the invoice request.
Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.
The Filter icon appears when the zone is Account List.
You can filter the list using various
search criteria (such as, Record Status, Account ID, and Person ID) available
in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (
) icon in the upper right corner of this
zone.