Optimization by status

This topic describes one way of starting an Optimize session.

To select invoice definitions with a certain status and start optimizing them:

  1. Using Optimize, select File > Optimize. The Optimize session dialog is displayed.
  2. Select the invoice profile you want to optimize from the Invoice profile box.
  3. Select the statuses you want to optimize.
  4. Optional: Deselect Update invoices if you do not want any changes you make to the field values to be saved in the invoices.

    If you do this, changes are saved in the invoice definitions only, and the invoices themselves are not updated.

  5. Click OK to begin the Optimize session.
  6. Proceed according to the instructions.