Table of contents
1) In progress
This is where you'll find all the
imported accounts payable
that are yet to be processed. These in-progress invoices can get several
different statuses
indicating
which phase they're in
.
From this menu, you can
accept or refuse invoices
coming into your account,
pay invoices from the platform
or
mark them as paid
.
2) Filter documents tasks
Invoices imported to your Banqup account through email with two or more files attached will be displayed in the
Filter documents tasks
tab. From there, you can filter the incoming documents by
determining the document type
(invoice, credit note, expense, appendix).
3) Recycle bin
The accounts payable you deleted can be found in the recycle bin. If you've refused or deleted an invoice by mistake, you can restore it from this tab.
4) Bulk actions
When selecting one or more invoices from your list, several buttons will appear and allow you to
take action on several documents at once
.
5) Multiple invoices in 1 file
When scanning multiple invoices resulting in a single PDF document, you can use this feature to split up the document into individual documents.
6) Invoice import area
Drag & drop your invoices here to import them or click anywhere in the area to
select documents to import
.
7) Search
Search documents on:
Invoice number
Supplier/client name
Client number
UDR number
8) Advanced search
The advanced search helps you find an invoice with ease by searching for specific information. For example, you can search on date range, total amount, supplier, invoice's status, etc.
9) Table options
Choose which columns to display and customize your in-progress list according to the information that truly matters to you.