Use Visual Builder for Excel to Bulk Unapply Invoices to Prepayment Number — Cloud Customer Connect
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Use Visual Builder for Excel to Bulk Unapply Invoices to Prepayment Number

in Payables, Payments & Cash Management 7 comments

Summary:

Hi all!

Looking for how we might use Visual Builder for Excel (VBE) to bulk unapply invoices from an incorrect prepayment number. Then, go back and apply those same invoices to the correct prepayment number.

Content (please ensure you mask any confidential information):

Using the invoice GUI screen shot below as an example, we are hoping to use VBE in a bulk and automated fashion to unapply (actions 1 & 2) invoices from an incorrect prepayment number. Then, also using VBE, go back and apply (actions 3 & 4) those same invoices to the correct prepayment number:

Version (include the version you are using, if applicable):

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