Pending Invoices
Editing document lines and assembling Receivable, Payable and Hire Payable invoices
These three tabs lists all unprocessed Voyage Charter and Time Charter invoice proposals, grouped by either voyage or vessel for Receivable and Payable invoices, and contract for Hire Payable invoices.
Clicking on a line will expand it, and display a grouping of 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.
Receivable and Payable
Displays a list of all pending receivable and payable invoice proposals for one or multiple voyage charters. By clicking on the toggle-button underneath the filters, you can switch between a voyage, vessel or business partner view.
View by Voyage
In this view, a list of voyages will be displayed, alongside the vessel, operator, start date and voyage status. Clicking on a line will open up a new grouping of Business Partners and Currency, from which document lines can be selected, edited and assembled into a document.
View by Vessel
In this view, a list of vessels will be displayed. Clicking on a line will open up a new grouping of Business Partners and Currency. Difference being, we can now see and choose lines from several different voyages, and assemble them all into one invoice.
View by Business Partner
This view will display a list of business partners allowing you to efficiently process pending items for one particular business partner. Clicking on one of the business partners will open a section where pending lines are grouped by currency. As with View by Vessel, you can assemble items from several voyages into one invoice.
Hire Payable
Lists all unprocessed Time Charter invoice proposals, grouped by vessel/contract, business partner and currency.
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