The dashboard: work per company

The dashboard has two tabs: Overview and Statistics. Overview shows the workload per company. Click a number to open the matching invoices.

Columns in Overview#

• Company: the name of the company.
• Ready to check: invoices ready to be checked.
• Processed bookings: finished invoices, expandable into automatic and manual.
• To authorize: invoices waiting for authorization in a workflow, expandable into Approve invoice and Approve booking scheme.
• Errors: invoices that need attention, expandable into posting failed, sending failed, duplicates, calculation error and rounding.
• Last uploaded and Last changed: when something last came in or changed.

Search and filter#

Use the search box to find a company quickly. With Filters you filter by company, group, status or errors.

Statistics#

The Statistics tab shows charts of the number of companies, documents and documents per company, per day or per month.