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.
Available Actions
Access Invoices
1) Click on your name in the upper right-hand corner and Select Invoices from the dropdown menu
View File
View the invoice file that was received and uploaded by your customer by clicking on the blue lightning bolt dropdown & select file.
Filter
Filter by the current status of the invoice as it appears in the AP platform and your customer's ERP by clicking on the checkbox next to each status you would like to filter by. Selected statuses will appear with a blue checkmark.
Sort
Sort by Company Names, Invoice #s, Statuses, Invoice Dates and Invoice Totals by clicking on the blue column header to sort by that column. Click once to sort in ascending order. Click again to sort in descending order.
Export
Export the status of your filtered invoices into a CSV/Excel file by clicking Click the Export dropdown and select CSV.