Steps in the screen shots correspond to the numbers in the headings.
The ATS Invoicing Workbook is the tool you will use to gather the Parts Summary Billing information to send to Accounting each month. This Workbook needs to be downloaded once from the public group. After that point, you should move it to your desktop and access it from there going forward.
1. To access the spreadsheet the first time:
1.1. Go to your Office 365 Waffle.
If you are not already in a program, you can type the URL: cloudmail.advancedtech.com.
Sign in with your ATS credentials.
1.2. Click on "All Apps".
1.3. Scroll down until you find "People" and click on it.
1.4. Type "Invoice" into the search field.
1.5. Highlight the Invoice Management Tool
This is a public group so everyone will have access to find the group. You just have to join the group.
1.6. Click on the IM icon and the option to Join Group will appear. Click on that.
1.7. Now that you have joined the group, you will see the options available to you. Choose the Paper icon to get to the files.
1.8. You will see the Invoice Management Tool spreadsheet.
1.9. Click the circle to the left of the Excel icon to highlight.
1.10. Select Download option that appears in the header.
You must:
- DOWNLOAD the spreadsheet
- Move it to your desktop, and
- Work from that version of the spreadsheet going forward.
From that point on, you will not go back to the Invoice Management Tool Group.
