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

FOR APPROVAL – invoices in the approval workflow

ALL – all invoices with the possibility of grouping them into more precise subcategories.

PAYMENTS – view of invoices by payment stage

PRO FORMA INVOICES

SPECIAL – view of invoices with detailed subcategories

ALL (IN & OUT) A view containing outgoing and incoming invoices by subcategory: month, company, organization, project, trash.

TOOLS – view contains templates and logs of cyclical data export

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

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

button for layout settings and displaying columns in views

document search bar

LOWER PANEL

After you select one or more documents in the view, in lower right will display buttons:

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