04-18-2024 08:44 AM
Our accounting team is auto batching invoices which are locking completed and incomplete jobs. this does not allow us to fix invoices/estimates before batching. any recommendations?
04-22-2024 07:00 AM - edited 04-22-2024 07:00 AM
I agree with @RandiThompson. You could also turn off auto-batching. We did this and it was a game changer, and I felt more organized doing it myself.
04-18-2024 09:54 AM
What do you mean by "locking", as long as the invoice isn't exported you should be able to make adjustments while its just batched.