Package: TimeCards

Consolidated Invoices with Line Items of Pending Status

Invoices are a grouping of Invoice Line Item Records which have a Field value of Status = New. However, there may be situations where an Invoice has an Invoice Line Item Record with a Field value of Status = Pending. These situations likely exist for customers using a Manual Consolidation process to create the Invoice or if the associating Timesheet is reverted back to Status = Pending or Submitted.

If the Invoice contains Invoice Line Item>Status = Pending, the Invoice Line Items will be removed when the Invoice>Status = Recorded. This could result in:

• A possible mismatch of Totals listed on the Invoice Record compared to the generated PDF document
• For customers using AccountingSeed, an incorrect Bill Rate sent for record keeping purposes

It would be best practice to review Invoices with Status = Partial, before emailing/recording the Invoices. If any Invoices>Status = Partial exist, we recommend that the Invoice is unconsolidated and then manually reconsolidated to ensure Invoice LIne Items>Status = Pending or Submitted are not captured.