Invoice Audit Inbox

Interface

Invoice Number
Invoice date:
When the invoice was issued.
Invoice Type:
Determines the technical type of the document (Invoice, Order, etc.)
Due date:
The last date when the invoice can be paid.
Created Time:
Display the time the invoice reached Pagero Online.
Sender
Customer number
Total Amount:
Amount to be paid.
Business status
: It is a status used to share updates between the seller and the buyer. Examples of business statuses are:
Acknowledge, In process, Rejected, Approved,
or
Paid
. If no business status is chosen the invoice will display
No status.
Validation:
It shows if an invoice passes the validations set up in the Settings sections. It can be
correct
if the invoice passes all validations. Or, depending on the type of validation issues, it can be
non-monetary
and
monetary.
Review:
It is used internally to show if an invoice is
OK
or
With remarks.
Audit status:
It is used to organize your invoices and can be
New
, for new invoices,
Investigating
, for invoices that need further investigation before being paid,
Bin
, for the invoices you don't want to handle anymore, and
Inbox
, for all other invoices.
Delivery:
Displays whether the invoice is
On hold
in the Invoice Audit view or it has been sent to your ERP. This function requires a special integration with your ERP to be set up.
Send mode:
Production, Certification, or Test mode. You can find more information about these modes here.
Assignee:
The last column displays the member of your team who has been assigned to handle each invoice.

Document Details

If you click on
More details
in the
Deviation details
section, a new window will pop up with the validation results.
The Select assignee dropdown menu allows you to choose a member of you team to assign the handling of the invoice.
The Business status dropdown menu allows you to communicate with your supplier using different statuses and to send a message to the email address specified in the Send to box.
Finally, the Deliver to ERP box allows you to send the invoice to your ERP system when you have an integration set up.
The Re-validate function is used to manually apply the validations set up in your account to a specific invoice. This option can be used after changes in the validation settings are made.

Filters & Export

Search bar
: allows you to type the document number or the receiving/sending company name to find a specific invoice or all invoices by that company.
Audit status
dropdown menu: allows you to filter by
Audit status.
The
export
button is used to export all information concerning the displayed invoices at any specific time. When clicked, a pop-up window will appear which will allow you to select the file type and file name of your export.
The
Layout
icon can be clicked to display a menu where you can select the different columns displayed in the
Inbox.
Additional filters can be displayed on a side window by clicking on the
All Filters
button on the right.