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Files invoices

What this screen is for​

Files invoices is a focused view for invoice documents. Use it to find supplier or customer invoice files and check whether each file has moved into the right review workflow.

Before you start​

Know the supplier, customer, invoice date, due date, amount, or file name you are looking for.

Basic walkthrough​

  1. Open Files from the Data group.
  2. Choose the invoices view.
  3. Search or filter for the invoice.
  4. Open the preview and compare the file with the extracted details.
  5. Open the related bookkeeping, customer, or supplier workflow when action is needed.

What to check next​

Use Inbox for invoice accounting review. Use Payments Due for supplier payment follow-up.