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Update the Job Status of Multiple Invoices

You can update the Job Status of multiple invoices by importing an Excel file using the Multi Edit Invoice Fields utility.

Steps​

Prepare the Excel File for Import​

  1. In EPASS, go to Invoicing > Maintenance.
  2. Search for the group of invoices that need an updated Job Status.
  3. Click the Excel button to export the results to an Excel sheet.
    Export to Excel
  4. In Excel, create a new sheet with Invoice # and Job Status columns.
    • Copy the invoice numbers from the exported file.
    • Enter the updated Job Status for each invoice number.
      Prepare Excel File
  5. Save the Excel file in a shared folder and close it.

Import the Excel File​

  1. In EPASS, on the Invoicing Maintenance screen, click Multi Edit Fields.
    Multi Edit Fields Button

  2. In the Multi Edit Invoice Fields screen:

    • Select the saved Excel file.
    • Map the appropriate fields, such as Invoice # and Job Status.
      Multi Edit Invoice Fields
    info

    The file path of the last successful import is saved for convenience.

  3. Close the Multi Edit Invoice Fields screen after importing the data.

See Also​