Question: When do invoices move out of the current file and into the history file?
Answer: When you close the period, the system looks at several things to determine if an invoice should move from current into history.
1. The invoice date must be on or before the date that you enter as the period cutoff date when doing the close
2. The invoice must have a zero balance due
3. If the invoice was on a group (statement type) invoice, then all invoices on that particular group must meet the criteria in 1 and 2. All invoices on a particular group must be eligible to transfer to history for any one to transfer. For example, if you had 20 invoices on statement number 000001234, and one still has a balance due, then none of the 20 will move to history until all of them are ready.
4. If all of the above conditions are met, but still they do not move to history, then index all your Billing files and try the close again. If still there is a problem, contact MTI support. Corruption in the data files might prevent invoices moving to history. MTI support will need to connect to your system to look at this.
FAQ - When do Invoices move to History?
or drag and drop files
Bob Hogan
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