Find jobs for invoicing

  1. Click Invoice in the CCLAS EL menu or run the Invoice.exe application in the Exe folder to display the INVOICE—Jobs Form.
  2. Where custom forms are available below the Command main menu option, to use one of these to locate registered jobs:
    1. Select any node.

    2. Click the down-arrow next to the Command main menu option and select the custom form to display it.
    3. Interact with the form, as required, and click OK to close the form and execute it, or click Cancel to close the form and not proceed.
  3. Where a Clients node presents in the Folder Items panel, your system is configured to drill down to jobs via a client and project. If this is the case:
    1. Select one of the clients below the Clients node, or double-click a client in the right-hand grid, to display its projects in the right-hand grid.
    2. Select one of the projects below the client, or double-click a project in the right-hand grid, to display its jobs in the right-hand grid.
  4. Where a Jobs node presents in the Folder Items panel, your system is configured to access jobs directly. If this is the case:
    1. Select the Jobs node to display the jobs in the right-hand grid.
  5. Where a query form is presented in the bottom of the right-hand grid, then enter criteria and click the Query button to filter the content returned to the grid.
  6. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.
  7. To toggle the sorting of a column by ascending or descending order, click the column header.