Invoices List

Depending on the level of detail you are looking for, you can opt to view at an invoice level or for more information you can opt for a flat view of all line items in the invoice.

Invoice Level List

This list is showing all invoices with status Assembled, Ready For Posting, and Posted. Numerous filter-options are available, such as accounts receivable/payable, companies, voyages et cetera. All of these filters are persistent across all four tabs, except status and accounts which is only displayed on the Invoices tab.

The quick-filters available for the invoices- and pending-lists.

The Status filter allows you to filter on both Voyage and Invoice Status. By clicking on the More-filter, options for Port, Currency, Account, External Document No, Responsible Operator, Responsible Accountant, and Responsible Charterer can be selected.

The quick-filters under 'More'

The search field makes it possible to query for specific invoices based on numerous options. The options include document number, document text, external document number, internal comment, invoice text, business partner name, vessel name, and voyage reference. All of the invoices where one or more of these options include the search string will be shown.

The search field

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

The sorting options for the Invoices List

To the right of the Sorting button there is a button that allows you to Customise Columns.

Customisable columns in invoices list

Due to the extensive amount of data being displayed, some columns are hidden by default to prevent visual clutter. If you wish to see the following columns, you can turn them on in the customise columns menu.

• External Document No

• Due Date

• Aging

Line Item List in Invoices

This flat list is geared towards exposing all available line items within each invoice. The value with this view comes when advanced filters are applied down to a finite document line level, and the list of results will now show all matching lines, rather than only showing the 'parent' invoice they came from.

This new tab will also allow users to refine their lists using advanced filters, and saved views specific to this list, separate to the views in the invoice level list.