Inbox

Legacy Content

This Legacy Inform content requires revision and may not match your current GTX system. Please check back later for updated information.

Inbox Auto-matching

The existing Auto-Match function in the Inbox determines which invoices have matching Delivery Dockets and allows a bulk update of all matching invoices.

In release 3.4.1 the auto-matching functionality has now been expanded to include additional transaction types for approval and batch update:

Invoices containing only non-stocked products (usually a "Charges invoice" for fees etc) can be considered as a Status of "Approved" and be included in the batch update when:

• All the product codes have a match
• All lines match to non-stocked products
• Delivery Advice Credits

The Auto-match icon now pops up a dialog box to enable you to select the GL period and the transaction types to process:

The Process button is enabled when any of the checkboxes are selected.