The dashboard is your command center for managing all incoming invoices.
Dashboard layout
Your dashboard displays invoices grouped by status:
- Pending — New invoices awaiting review
- Approved — Invoices you’ve approved for processing
- Rejected — Invoices you’ve rejected
- Info Requested — Invoices where you’ve asked for clarification
Invoice information
Each invoice row shows:
| Column | Description |
|---|---|
| Vendor | Company name and email |
| Invoice # | The invoice reference number |
| Amount | Total amount and currency |
| Due Date | When payment is expected |
| Submitted | When the invoice was received |
| Status | Current processing status |
| Actions | Available actions (view, approve, reject) |
Quick actions
From the dashboard, you can:
- View — Open the invoice detail drawer
- Approve — Mark as approved with optional note
- Reject — Reject with required reason
- Request Info — Ask vendor for clarification
Filtering and search
Use the search bar to find invoices by:
- Vendor name
- Invoice number
- Amount
Filter by status using the status groups or the filter controls.
Collapsible groups
Click the group headers to expand or collapse invoice lists. Use “Expand All” or “Collapse All” to control all groups at once.