Invoices and Credit Notes in Transit
This step allows you to identify any Invoices and Credit Notes as In Transit.
Please ensure that credit notes and invoices in transit are uploaded before submission.
To mark an invoice or credit note as In Transit use the checkboxes on the left side of the table
To add a comment to a Credit Note, select your Credit Note, then click the icon in the Details column.
Once you have finished entering your comment, click Confirm to update the Invoice or Credit Note. The icon in the Details column will now be displayed in blue to quickly identify edited entries.
You can use the Select All function to select all items in view as In Transit.
To find a specific transaction, select a Reconciliation Ledger then filter between all debtors or a single debtor using the drop-down menus above the table.
Alternatively, you can search for a transaction using the search functionality on the right of the page.
Once all items have been identified, click Save and Continue to proceed to the next step.