Select Vouchers Using the Action Board

To use the Assign by Checkbooks feature when automating the batch building process in the Action Board, you can Select Vouchers by Vendor or Voucher Checkbook ID when you create a Process ID. 

Watch the video excerpt below demonstrating how to select vouchers by vendor checkbook ID. The steps to select voucher checkbook IDs are the same, except you must mark the corresponding box when creating your Build ID:

1. Create a Build ID with Select by Vendor Checkbook ID or Select by Voucher Checkbook ID marked. This feature will work with both check and EFT batches. 

2. Add any other filter you want to include in your batch build process. (Ex. Due Date, Discount Date, Payment Priority, etc.) 

3. Use this Build ID in your Process ID. Please note that you need to repeat the use of this Build ID for each of your checkbooks to be sure that all of your invoices get selected. 

Follow the hyperlinks for more detailed instructions on how to create Build IDs and Process IDs.