Lists all unprocessed Voyage Charter and Time Charter invoice proposals, grouped by voyage/contract, business partner and currency.

Voyages can be expanded on the right side to see unprocessed invoices. The invoices can be expanded to reveal invoice items that can be selected and assembled into a complete invoice.

The Refresh button will fetch fresh voyage data from the server for the invoice items in the list. This is useful if you have made changes to the voyage that are not reflected in the unprocessed invoice.

This list is showing all invoices with status Assembled, ready for posting, and posted.

All-filter includes payable and receivable. This can be changed to show only receivable or only payable.

By clicking the More-filter you can set filter for Port, Account and Currency.

By clicking the AZ-icon you will see the sorting options available. By default the list is sorted by created date descending.

Here is the list of columns that are unchecked by default (in order to see them, click the Customise Columns button and check the desired columns):

• External Document No

• Due Date

• Aging

The label chip next to the Document ID is showing the current status of the invoice:

• If the status is 'Assembled', you can change the status to back to 'Pending' (dissolve the invoice), 'Ready for Posting' or 'Posted'

• If the status is 'Ready for Posting' or 'Posted' you can not change the status

• If the status is set to 'Pending' the invoice will be dissolved, and the corresponding document lines can be found in the corresponding Pending list

KPI

The KPI tiles have calculated fields for Amount, Paid Amount, Open Amount and Aging.

Main Details

Other useful fields are added on the main details section for you to be able to view or edit them:

Line Item

If you click on a Document Line, you will see more information for the specific document line:

Overview of the fields:

Record a Payment

You can record either a partial amount or the full amount of the invoice.

To reverse an invoice, follow these steps:

1. Locate the invoice in the Invoices module and click it to open the invoice drawer

2. Click on the Reverse button on the top right of the drawer:

3. Enter the Reason for Reversal and then click "Save"

A reversal document will be created and automatically set to Ready for Posting status. If you have an integration with your finance system the reversal will be automatically booked.

Select the document lines you want and click assemble

An assemble modal will open and some of the fields will be pre-filled. Make sure all mandatory fields (marked with *) are entered and click Confirm. The assembled invoice will open in a drawer.

Select the tab corresponding to the view you would like to see in the invoices module.

Invoices is showing a list of invoices of various statuses

Pending receivable is showing a list of pending document lines for receivable items

Pending payable is showing a list of pending document lines for payable items, except hire payable

Pending hire payable is showing a list of pending document lines for hire payable items