Form - Monthly invoice list
Outputs a list of registered monthly invoice data. After entering the output conditions, click the "Start" button to display the confirmation dialog box. An Excel or CSV file can be outputted from this screen.
→To Operation Procedure
Screen Transition
[Claims Control Module]
↓
[Form]
↓
[Monthly Invoice Data List]
↓
[Monthly invoice data list] screen
"Start" button → [Output destination] screen
Selection of output condition
Specify the items which can be input in the [Claims entry] or [Create monthly invoice data] screens as search conditions.
The following is an explanation only of the elements not shown on the [Claims entry] or [Create monthly invoice data] screens that particularly require explanation.
[Main item]
- Monthly invoice no.
Select the monthly invoice number allotted in the process of the [Create monthly invoice data] screen.
[Sort]
- Entry date, claims no.
Specify the sorting sequence for the data. The list of retrieved data will be displayed in the sequence of the entry date or claims number.
[View]
- Monthly invoice header/individual header; monthly invoice header/individual header/detail; monthly invoice header/individual header/collection plan
Select "Monthly invoice header/individual header," "Monthly invoice header/individual header/detail," or "Monthly invoice header/individual header/collection plan" to specify the items to be displayed in the list of retrieved data.
Selecting "Monthly invoice header/individual header"
Displays a list of items entered to the "Main item" under the "Header" tab, and the "Main item" under the "Detail" tab, from the items entered using the [Claims entry] screen.
Selecting "Monthly invoice header/individual header/detail"
Displays a list of items entered to the "Main item" under the "Header" tab, "Main item" under the "Detail" tab, and "Sub item" under the "Detail" tab, from the items entered using the [Claims entry] screen.
Selecting "Monthly invoice header/individual header/collection plan"
Displays a list of items entered to the "Main item" under the "Header" tab, "Main item" under the "Detail" tab and "Collection plan" tab, from the items entered using the [Claims entry] screen.
[Buttons]
- Browse
When you select a macro file and click on this button, files will be displayed in a tree format for reference
- Start
If you click on this button, the [Select output destination] screen appears. Click on the "Excel output" or the "Create CSV" button, depending on your needs, and a journal voucher that meets your requirements will be outputted.
- Clear
- Exit