Dashboard
Business unit
To view invoices, select the business unit from the dropdown in the top left corner under "Business Unit."
Invoice List Navigation
On the left side of the dashboard, you'll find a list of received invoices that were processed and that are awaiting review, in case you didn't select the option "Export without review" in the export settings for that business unit.
Confirming or rejecting an invoice removes it from the invoice list. To view it again, you can access it in the History view, detailed on the next page.
Scroll through the list to view available invoices.
Click on an invoice to select and view its details. This will load the invoice data and PDF for review.
Uploading documents
To upload new invoice documents to the list, you can:
Click on the "Upload Document" field: A window will open, allowing you to select and confirm the documents to upload from your local files.
Use drag and drop: Simply drag your documents into the upload field at the bottom of the invoice list
When you upload documents, they will be processed within seconds or minutes, depending on the number of documents. Once successfully uploaded, you will receive a confirmation message. If there is an error, the documents were not processed successfully.
Refresh
Use the refresh button to reload the list of invoices.
PDF Viewer
The left half of the main area displays the selected invoice's PDF.
Use the toolbar to navigate pages, zoom in/out, rotate, or download the PDF.
Click on text blocks within the PDF to copy their content to the clipboard or automatically fill corresponding fields in the details tab.
Invoice Details Tab
The right half of the main area shows editable fields for the selected invoice.
Fill in or edit fields such as VAT IDs, invoice number, dates, and amounts.
The system will validate your inputs and highlight any errors.
VAT Rates:
Add or remove VAT rate entries as needed.
Input VAT percentages, net amounts, and VAT amounts. The system will automatically calculate related values.
Date fields
To enter a date, you have two options:
Use the standard format with dots:
30.11.2024.Input an array of numbers without separators:
30112024.
Typless will automatically detect and format dates correctly.
Note: If you are manually adding the date, it is important to respect the order (day, month, year) so that the system can correctly recognise the date.
Action Buttons:
✔ Confirm Data: Submits the edited invoice details for processing and export.
✘ Reject Document: Marks the invoice as rejected and removes it from the review queue.
Merge Invoices: Opens a dialog to combine multiple invoices into a single PDF.
Merge Dialog:
This functionality is used for adding attachments to the invoices.
Documents that are in review are available for merging.
Select additional invoices to merge with the current one.
Preview the selected invoices before confirming the merge.
After merging, the combined PDF will be available for review and processing.
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