Overview Accounts Payable

Table des matières:

1. In progress
2. Filter documents tasks
3. Recycle Bin
4. Bulk actions
5. Multiple invoices in 1 document
6. Invoice import area
7. Search
8. Advanced search
9. Table options

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 document

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 &amp, 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.