AP Clerk Dashboard
Your daily AP work lives in Invoice Manager at /flow. Start on Home for counts and recent invoices, then open In Docs for the full purchase-invoice queue.
Where to work
Section titled “Where to work”| Area | Path | Use for |
|---|---|---|
| Home | Sidebar → Home | Overview totals, Needs Attention, recent purchase invoices |
| In Docs | Sidebar → In Docs | Full AP list: search, filter, upload, batch actions, kanban |
| Header | Top bar | Search, notifications, user menu |
Home for overview, In Docs for AP purchase invoices, Out Docs for AR (sales).
Home dashboard
Section titled “Home dashboard”Open Home after login for a snapshot of AP and AR volume and items that need attention.
Home shows status cards, New Invoice, and recent purchase invoices for quick open.
Status cards
Section titled “Status cards”| Card | Meaning |
|---|---|
| Purchase Invoices | Total AP documents in the system |
| Sales Invoices | Total AR documents (for context) |
| Needs Attention | Recent invoices in pending / review / approval-style states |
| Ready to Send | Outbound sales invoices waiting to be sent (AR) |
| + New Invoice | Start a manual purchase or sales draft |
Use the cards as a daily pulse; open In Docs for the full AP work list.
Recent purchase invoices
Section titled “Recent purchase invoices”The Recent Purchase Invoices list shows the latest AP documents with status badges. Use View All to jump to In Docs.
Click a row to open the purchase invoice; View All opens the full In Docs list.
In Docs — AP work queue
Section titled “In Docs — AP work queue”In Docs is the main AP clerk surface: all purchase invoices with search, filters, upload, and workflow status.
In Docs list: search, New Invoice, Upload Invoice, and the purchase-invoice table.
Columns & status
Section titled “Columns & status”Typical columns include invoice number, vendor, legal entity, dates, Status, channel, and amount. Status badges show where each invoice sits in the AP workflow (for example Draft, Pending Review, Pending Approval, Posted).
Scan Status and Vendor to prioritize review and submission work.
Filtering & search
Section titled “Filtering & search”- Search finds by vendor name or invoice number
- Filters narrow by workflow state, legal entity, dates, channel, and more
- Columns shows or hides table fields
- Column headers sort when supported
Open Filters to focus on Pending Review, a legal entity, or a date range.
Batch operations
Section titled “Batch operations”Select rows with the checkboxes to run bulk actions (for example submit, delete drafts) when your role allows.
Select one or more invoices to enable batch actions above the table.
List vs Kanban
Section titled “List vs Kanban”Switch List / Kanban to work in a table or by workflow column.
Kanban groups purchase invoices by workflow state for a board-style queue.
Open an invoice
Section titled “Open an invoice”Click a row (or a recent item on Home) to open the purchase-invoice detail: PDF, extracted fields, and workflow actions.
From the detail screen: review data, Show PDF, Lock and Edit, and advance workflow (submit, approve path, post — depending on state and role).
Next steps after open:
Notifications & user menu
Section titled “Notifications & user menu”The header bell shows system notifications (new work, rejections, and other alerts when configured). The user menu covers settings and logout (logout also releases edit locks).
Use the header actions (search, notifications, help, user) from any Invoice Manager screen.
Open the avatar menu for personal settings and logout.