Review list of invoices
We can review several important information in the Invoices page (1).
"Type" column takes three different values:
- Invoice: Any entry with positive amount will be treated as an invoice.
- Credit Note: Any entry with negative amount will be treated as a credit note.
- Journal: If the amount is zero, the entry will be treated as a journal.
"Amount (net)" lists the amount of the invoice separated on whether the allocations have positive or negative values. "Payment (net)" collects the sum of all payments related to this invoice and present them next to each other.
Buttons on top of the screen (2) will quickly filter the invoices by the available Kompass steps (draft, submitted, approved, rejected, posted, and voided.)
For more information on invoicing steps, check this article: Create an invoice and review its valuation.
Also, a search bar (3) allows searching for certain invoices.
You can use power search fields to design your very own search. Check this article to find out more: Power search box for invoices. Note that if you are using complicated power searches, you can always save them as filter set. See below.
Finally, you can use the funnel icon (4) to create tailored filters and save your filter sets.
Once you will click the funnel icon, a new window will appear where you can set your filters.
You can create your own filter sets to allow you to easily access your filters. Check this article for adding them. Filter Sets.