Duplicate invoices display
Invoices can be sent multiple times from UltraTax CS or Accounting CS into Practice CS. This is often done inadvertently and causes a duplicate invoice to show in the Integrated Invoices screen.
note
- A separate invoice is sent from UltraTax CS each time the status is logged in the UltraTax CS client that is identified to send an invoice into Practice CS. If the status is later deleted and logged again, it won’t delete the invoice previously sent to Practice CS.
- A separate invoice is sent from Accounting CS each timeExport to Practice CSis selected, and it won’t delete the invoice previously sent to Practice CS.
To resolve this, select the duplicate invoice on the Integrated Invoices screen and select
Reject Selected
.
