For Users

Run daily AP and AR operations in Invoice Manager. Task-first guides for In Docs and Out Docs — no deep configuration required.

In this track

• Creating & Sending Sales Invoices — Five ways to create outbound invoices in Out Docs — from manual entry to bulk ERP and API — then send them via PEPPOL.
• Reviewing & Sending Sales Invoices — Review Out Docs, approve when required, send via PEPPOL, and track MLR delivery status.
• AP Clerk Dashboard — Your daily home: what needs attention and where.
• Processing Incoming Invoices — Move new invoices through intake to ready-for-review.
• Reviewing AI Extractions — Check and correct what the AI pulled from a document.
• Editing Invoice Data — Fix fields, line items and totals before submitting.
• Submitting for Approval — Send a clean invoice into the approval workflow.
• Approval Queue Overview — See everything awaiting your decision.
• Reviewing Invoices for Approval — What to check before you approve or reject.
• Batch Approval Operations — Approve or reject many invoices at once.
• Exception Handling — Resolve holds, mismatches and flagged invoices.
• Dashboard & Overview Stats — What the Invoice Manager home dashboard shows today.
• Invoice Manager Guide — A tour of Invoice Manager: home, In Docs, Out Docs, filters, and detail screens.
• Invoice States — Purchase and sales invoice workflow states from draft to posted or sent.
• Legal Entity (company identity) — What a Legal Entity record holds and how it appears on invoices.
• PEPPOL Registration (list & wizard) — Registration statuses and the three-step PEPPOL registration screens.
• Credit Notes & Returns — How credit notes work for AP and AR, including preceding invoice references.
• Edit Locks & Presence — How collaborative editing locks and viewer presence work in Invoice Manager.
• Understanding Approvals — How routing and auto-approval behave for operators — the why, not the setup.