*Note: This is the newest method for printing GB Invoices. Please feel free to start using this method when you're ready. The old method(Tyler Forms) is still available but will not be upgraded or fixed if it breaks. Reach out to help.munis@deschutes.org if you want more information or assistance with this. Thanks!
STEPS
This process lets you select a collection of invoices and "print" them. By "print" what we really mean is that you'll "Archive" the nice looking invoice to TCM (where documents are digitally stored) AND download a pdf copy to your computer where you can open it, email it or print it to whatever printer you like.
Note: This initial process is much more complex than it should be but once you understand what is happening on the search/filter screen and understand the three steps of Define-Select-Export (to ReadyForms) it will become much simpler. Follow the details below to understand what each section means.
1. In the Tyler Menu Navigate to the Print Invoices Program:
General Revenues (not Financials) >General Billing >Invoice Processing >Print Invoices
Define Which Invoices to Print
2. Click on Define in the MUNIS ribbon
a. Choose when you want to run the report
b. This next section is a FILTER to help you choose the invoice(s) you wish to print. Important: This filter screen is very poorly designed because it requires you to put a range in every field. This means you need to set ALL of the fields for the widest range possible except for the ONE criteria you want to search on. (For example, If you want to search by invoice numbers, set the batch range and AR code range from 0 to 999999 OR if you want to search for a batch number, set the Invoice range and AR code range from 0 to 999999.)
c. Next, Decide how to print the invoices. Again this is a VERY poorly designed section. You have to know whether or not your invoices have previously gone through this process. If they have already been "Printed" then you must choose "Reprint" or the system will not find them in order to print. If they have not been printed previously then you must choose "Print" in order for the system to find them.
d. Choose to Export as XML
e. Click Accept in the Munis Ribbon
3. Click Select in the Munis Ribbon and scroll down to the "Selected" field to see how may invoices your search found.
Note: If your search returned no results, go back up to the Munis ribbon and click Define and repeat the selection steps above. When you click "Define", you will see the following message. Choose "Modify" so you don't have start all over!
Archive & Download Invoice(s)
5.Once the system has found and selected 1 or more invoices Click Export in the ribbon
Note: In this section you will be sending a PDF copy of the invoices to be stored in TCM and downloading a copy to your computer
a. Set Selections as follows:
b. Click OK and return to Tyler Menu.
You should now have the invoice in your downloads folder and in the TCM file attached to the Invoice
6. Send to customer, as needed.