While it may seem redundant to create invoices from the Finance screen when you can create them from the Event Maintenance screen, it may actually be necessary for some users to access the Invoice Wizard from the Finance screen.  For example, if your facility has a separate accounting department, the accounting department users may only have access rights to the accounting area of EventPro Planner, not the Event Maintenance screen.  Therefore, if the accounting department needs to make an invoice for an event, they must do so through the Finance screen. On the other hand, users in other departments may not have access rights to invoice/payment information from the Event Maintenance screen.  To review how to set up user rights, refer back to Chapter 2: Setting Up EventPro Planner, Step 3: User Right Groups.

The Accounting | Finance area also allows you to perform additional accounting functions that are not available in the Event Maintenance screen.  For example, in this area you can create a batch of multiple invoices and send invoices to multiple recipients with a mail merge.

Remember that the Finance Module is an optional module in EventPro Planner.  If you have not purchased the module, you will not see the related tabs and screens.