Impact

Day(s)

Printed in Odoo

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Which Odoo field is "Printed"

Pick the yes/no field in Odoo that marks an invoice as printed (the one in your Excel's "Print" column).

What makes an invoice NY (Upstate)

An invoice is NY when its Odoo company, or the customer's company, contains one of these words (separate with commas). Everything else is NJ.

Pending invoices carried over since

Invoices from this date on that are not checked (green or red) keep showing in "To check", whatever day you look at. Red ones stay in Pending until solved, whatever their date.

Who can use Impact

Everyone needs an Odoo account. One login (e-mail) per line. Changes apply immediately.

Managers - everything, including this page

Can check invoices (green / red) - e.g. Terry

View only

Only NY (Upstate) invoices - e.g. Michael

Only NJ invoices

Everyone not in these two lists sees both NJ and NY.