Viewing All To Be Posted Orders

The To Be Posted tab of the Work in Progress window displays if Paid Invoices exist that have NOT been posted.

  • Unposted Paid Invoices can be created when upgrading from a previous release of ALLDATA® ManageSM.
    • Once you post all the Invoices, this tab stops displaying.


To view all To Be Posted orders:

  1. From the Main shortcut bar, select Work in Progress, Saved Estimates.

  2. Select the To Be Posted tab.

  3. On the To Be Posted tab, click an Invoice to see the Job information in the Details section (at the bottom of the window).

  4. Select an Order and click Post (or double-click an Order).

    • Result: The Order is posted and sent to the Service History window.