Signed Off Tab
The Signed-Off tab is where bills stay until you choose to export them to your accounting software.
For more information about exporting from invitbox, and importing into your Accounting software, please see the relevant section in this category here
"I can't edit the data?"
You will see a familiar layout with the Signed-Off tab, but you will notice that the information in Panel 3 is locked down, apart from the ability to add a note which you can still do.
If you need to edit any information on the bills in the Signed-Off tab you need to move the bill back one tab to the Approved tab (or to the Intray if you do not have an Approved tab in your workflow). You do this via More > Return to Approved
I can only see 100 bills at a time - why is that?
Okay, so lets say you have 125 bills needing exported. You will notice that to the bottom left of panel 1 you will be presented with 100 bills at a time. invitbox only allows you to export 100 bills at a time in order to keep the exporting fast and manageable. So 125 bills will create 2 exports, one of 100 and one of 25.
What happens when you click export?
When you decide to export from the Sign-Off tab, every bill you see in the tab will be exported, 100 bills at a time.
What data gets exported?
For each accountancy software, the actual data that gets exported is slightly different, and this is determined both by your Accountancy software company and what we consider to be best practice. For further information you should check the section on your Accountancy Software, but as a rule we send the following information, in the red box
Invitbox sends to your Accounting software the row information, excluding taxes, plus a label telling your Accounting software what tax rate to apply to that amount. This is why it is important for you to ensure that the Tax Rate you set is correct. See here for more on Tax Rates
It is HUGELY important that Subtotal, Tax and Total figures match are the figures you want to appear in your accounting software before you export otherwise the values in your Accounting software will not match the bill.