Difference between revisions of "Vendor invoices list"

Revision as of 15:29, 6 January 2017

Vendor invoices list page: http://cloud.protemos.com/vendor-invoice/index

On this page, you can:

- Start creating new vendor invoice

- View the list of all vendor invoices

- Search the invoices with filters

- Quickly open invoices, linked payments and vendor profiles

Invoice creation

To start creating an invoice, click the “New Invoice” button:

File:VIL Vendor invoices list.png

The system will bring you to the Vendors payables list page where you’ll be able to select the payables and create the invoices.

Search invoices with filters

By default, you can see all the invoices in your database, 50 per page.

If you want to hide or display some invoices from the list, you may apply filters.

You can hide or display filter fields by pressing the File:G Button.png button in the upper right corner:

File:VIL Search invoices with filters G.png

So you can enter the data into the appropriate fields and press “Apply” button, see example:

File:VIL Search invoices with filters R.png

As you can see, the filter header turns red. It means that the filter is applied.

You may collapse (hide) the filter interface by pressing the File:R Button.png button.

Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.

You can expand the collapsed filter back by pressing File:R Button.png again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press “Clear” button. The header color will turn to gray, which means that no filter is currently applied.

Vendor invoice filters

Code — displays the invoices with the code containing the specified symbols combination.

Creation date — displays the invoices created within the specified dates range.

Due date — displays the invoices with the due date within the specified dates range.

Vendor — displays the invoices of the specified vendor.

No linked payments — displays the invoices which have no linked payments.

Not fully covered — displays the invoices which are not fully covered with payments.

Opening invoices, linked payments and vendor profiles

You can click items in the tables to open corresponding pages:

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Invoice item opens Vendor invoice view page.

Linked payments item opens the pages of the linked payments (if they exist).

Vendor item opens corresponding Vendor view page.

Tip: Protemos supports multiple windows. So you may open the link in the new window by holding "Shift" while clicking.

Export to Excel

You can export all the displayed table of vendor invoices to Excel by pressing “Export to Excel” button over the upper right corner of the table:

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Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.