Invoices - Company Overview
The main page of the Invoices section, here you will see invoices for the client selected that meet the current View criteria.
Note: Accountant access is required to use this portion of the mobile app.
Actions On Page:
Scroll down: See more bills
Left-swipe a bill: Delete a bill
Drag down: Refresh invoices in this View for your Client
Tap Company Name: Bring up table of other Companies you can access and search functionality
Tap Views: Select a View created for this client, click 'Change Controls' to further define the Invoices you're viewing
Tap Bill: Learn more and go to the Approval Context page for the bill selected
Long Press on a bill: See the Change History for an invoice
Tap 'Scan Invoice': Ingest an invoice via your device's camera. Read the full article!
Views
Tap the selected View in order to switch to another View or further refine what you're seeing by changing the Sort or Filter options from 'Change Controls'.
Company Views
Sort Options
Filter Options - Status
Filter Options - Invoice
Filter Options - Line Item
Invoice Details
View the invoice document, update coding, and add or delete line items.
Actions On Page:
Invoice Slider: Increase or decrease size of invoice document
Tap Company Name: Bring up table of other Companies you can access and search functionality
Tap Coding: Change value of selected attribute. Depending on attribute, choice may be from a searchable table.
Delete Line Item: Tap the 'X' at the top right of the desired line item
Add Line Item: Click the '+ Add Line Item' at the bottom of the Line Item Section
Tap Review/Unreviewed: Change the status to the other value
Tap 'Discuss': Feature under development, stay tuned!
Invoice - Line Item
