Invoices gives suppliers the ability to review the status of their invoices directly in the SourceDay PO Management platform. Only suppliers whose customers use SourceDay's Account Payable platform will be able to review their invoices.
1) Click on your name in the upper right-hand corner
2) Select Invoices
View the invoice file that was received and uploaded by your customer
1) Click the blue lightning bolt dropdown
2) Select View File
Filter by the current status of the invoice as it appears in the AP platform and your customer's ERP
Click the checkbox next to each status you would like to filter by. Selected statuses will appear with a blue checkmark.
Sort by Company Names, Invoice #s, Statuses, Invoice Date,s and Invoice Totals
Click the blue column header to sort by that column. Click once to sort in ascending order. Click again to sort in descending order.
Export the status of your filtered invoices into a CSV/Excel file
1) Click the Export dropdown
2) Select CSV