Can I view a list of works orders with no invoice added?

Zenya Allen
Zenya Allen
  • Updated

The steps below show you how you can view a list of works orders that you have entered a Date Completed on, which removes them from the Organiser but where the invoice hasn't yet been added. 

  1. Double click Contractors from the side menu
  2. Search for the relevant Contractor using Search Text by Name, Code or Status
    1. Alternatively, find the Contractor using Additional Options from the dropdown menu
    2. If you're searching for an Archived record in Only Search Listable Records, click No
    3. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click Works Orders
  4. The last Works Order created displays. Click on the magnifying glass icon on the toolbar to Find a Record
  5. Locate a Worksheet displays
    1. In the Information Column, click the dropdown menu to select Has this expense been posted?
    2. The last column updates to show Yes or No
    3. The more recent Works Orders have a higher Code (Click a column heading to reorder the list)
    4. Click on the selected Works Order
    5. Use the black arrows on the toolbar to move to the next or previous one in order