Invoices in the Handling View

How are invoices divided into different sections (Previous, Active and Next invoices)? How do you move invoices between sections? How are duplicate invoices displayed?

 

 

Invoice sections

 

When you enter Dooap, you can see three different sections in the invoice handling view: Previous invoices, Active invoices, and Next invoices.

 

 

 

Previous invoices

 

The Previous invoices section is automatically filtered by the vendor that appears on the invoice of your active invoice. You can use the previous invoices as a reference, for example, to copy invoice coding to your active invoice.

By default the three latest invoices will be displayed depending on the permissions given to the user. Show more button will reveal the ten previous invoices.

Invoices can be viewed by all users regardless of their role, but which invoices are displayed, will depend on their role.

• Users without InvoicePreview permission (typically approvers) will see invoices that they have reviewed or approved, for all companies they are assigned to.
• Users with InvoicePreview permission (typcially AP) will see invoices which have been sent to workflow by any user, for all companies they are assigned to.

 

Active invoices

 

When logging in to Dooap, the Active invoices section displays the first invoice from the Next invoices section.

When handling an invoice (editing header data, coding, matching, or workflow), it needs to be in the Active invoices section.

Once you send an invoice to workflow, it moves from Active invoices to Previous invoices, and the first invoice on the list in Next invoices is moved to Active invoices.

Note: All invoices displayed in the Active invoices section are sent to workflow simultaneously.

 

Next invoices

All invoices that are waiting to be processed are in the Next invoices section. 

 

 

Moving invoices

 

You can select an invoice by clicking the checkbox in the row. To select multiple invoices, hold down the CTRL key and then click on the checkboxes of the invoices. When you have selected an invoice or multiple invoices from the Next invoices section, you can move it/them by clicking the arrows. 

 

 

The arrows

•    This icon moves selected invoice(s) to Active invoices section.
•    This icon replaces the invoice(s) in the Active invoices section with the selected invoice(s).

 

Keyboard shortcuts

There are multiple keyboard shortcuts for moving invoices between tables. You can also find these in Dooap by clicking Shortcuts button on the top panel.