Excluded Accounts
The Excluded Accounts zone lists the accounts of the main person whose bills are not considered for processing the invoice request. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Account Information | Indicates the account whose bills are excluded from the invoice
request process. 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 to which the account belongs. 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 when the invoice request is in the Draft status. On selecting the check-box, and clicking the Include button, you can include the account to the invoice request process. You can also select multiple accounts at the same time. In addition, you can select the check box corresponding to the column header to include all the accounts of the person to the invoice request process.
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.
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.
The Excluded Accounts zone appears when Invoice Requests for Persons option is selected from the Search By list in the Search Invoice Request zone.