I converted a Checks client to Payables today. They use the Archive Batch feature of Checks, and they realize that it is not implemented in Payables (yet).

What they will do if they have to is to maintain the archive checks in Excel, and use the File | Import | Manual Checks function.

I thought of another idea that "almost" works. I'm hoping you can help me get rid of the "almost".

The idea is to create a dummy manual check batch (all Cash Invoices), and copy it to a new batch each month. It won't accidentally post because the checks in the batch are not printed.

But when the batch is copied, the Cash Invoice field is not updated, so they will have to visit each check and modify that field or else it will be a duplicate and not post.

Is there any way to make the Cash Invoice field advance on a copy?

Thanks

Steve

Steve:

Nope. We ran into the same problem so out Check clients are importing from a spreadsheet as their replacement to archive batches.

Hi Steve,

If the Vendor is set to Auto-generate invoice number, the Cash Invoice number will increment when the manual check batch is copied.

For my test, I used %nnn as part of the Invoice number format to ensure that the copy would be unique.

It works! Thanks

Steve