Creating Multiple Copies of a Bill

Overview

The UGA Financials Management System Billing module allows you to use the Copy Bill function to create a new bill that is exactly like a previous one. This is helpful if you must send out a new bill with all or most of the same information on it as another bill.

As of the December 2019 Financials PUM update, you can now make up to 99 copies of a bill, then edit as needed.

In this article, you will learn how to create multiple copies of a bill in the UGA Financial Management System.

Note: This article was created using sample values. Actual values may differ in the UGA Financial Management System.

1. Step 1

UGA Financials homepage displayed with the Classic Home tile highlighted

First, log into the UGA Financial Managment System.

From the Employee Self Service or UGA Financials homepages, click the Classic Home tile.

2. Step 2

Classic Home page displayed with Copy Single Bill link highlighted

To navigate to the Copy Single Bill page, select:

Main Menu > Billing > Maintain Bills > Copy Single Bill

Click the Copy Single Bill link.

3. Step 3

Copy Single Bill search page is displayed with the Business Unit field highlighted

The Copy Single Bill search page is displayed.

Enter one or more of the displayed search criteria to help locate the bill you want to copy.

Example shown here: Business Unit "66001".

4. Step 4

Copy Single Bill search page is displayed with the Search button highlighted

Click the Search button.

5. Step 5

Copy Single Bill search page is displayed with the Invoice link 66-00001924 highlighted

Your Search Results are displayed beneath the Search Criteria.

Click the Invoice link for the bill you want to copy.

Example shown here: Invoice 66-00001924 .

6. Step 6

Copy Single Bill search page is displayed with the Copy Bill radio button highlighted

The Copy Single Bill page is displayed.

In the Select Bill Action section, click the Copy Bill radiobutton.

7. Step 7

Copy Single Bill search page is displayed with the Number of Copy field highlighted

The Number of Copies field is displayed.

Enter the number of copies you want to create into the Number of Copies field.

Note: You can make from 1 to 99 copies of the current bill.

Example shown here: "3".

8. Step 8

Copy Single Bill search page is displayed with the Create Bills highlighted

Click the Create Bills button.

9. Step 9

Copy Single Bill search page is displayed with the Copy Bill field highlighted

In the Copy Results section, always leave NEXT in the Copy Bill field.

10. Step 10

Copy Single Bill search page is displayed with the Save button highlighted

11. Step 11

Copy Single Bill search page is displayed with the Go To Bill Header - Gen. Info link highlighted

The Copy Bill field is populated with the new invoice number(s).

The Go To Bill Header - Gen. Info link(s) are displayed for each new invoice. The link is available for you to click on to access, view, and edit the invoice.

Click the Go To Bill Header - Gen. Info link.