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To open the INVOICES application, click the required icon in the side panel or select item from the list in the top menu.
Invoices are classified into two types: incoming and outgoing.
The views of these invoice types can be sorted by category:
FOR SENDING – invoices that are pending sending
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FOR APPROVAL – invoices in the approval workflow
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ALL – all invoices with the possibility of grouping them into more precise subcategories.
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PAYMENTS – view of invoices by payment stage
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PRO FORMA INVOICES
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SPECIAL – view of invoices with detailed subcategories
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ALL (IN & OUT) A view containing outgoing and incoming invoices by subcategory: month, company, organization, project, trash.
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TOOLS – view contains templates and logs of cyclical data export
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UPPER PANEL
Depending on the views, there are 2 or 3 buttons in the upper left panel:
CREATE DOCUMENT – creation of a new document (invoice, or cyclical data export template)
REPORT – creating reports
IMPORT DOCUMENTS – downloading invoices from an e-mail address
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On the right side of the panel is:
asterisk button, the marking of which will cause the invoices page to open by default after logging into the system
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button for layout settings and displaying columns in views
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document search bar
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LOWER PANEL
After you select one or more documents in the view, in lower right will display buttons:
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button to sum up costs of selected invoices
button to print documents
button to export documents (to ERP system or XLS file)
A tool button that allows you to assign data to an invoice or an informed person
button to delete documents