About the document list

The documents dashboard offers a high-level view of overall document data using widgets as well as a detailed documents list.

Select your bill date period to adjust widget data and document list.

NOTE   

You can only view a maximum of 14 days.

invoicing documents bill date period

Summary

Quickly identify number of documents, total amount due (for single-currency users only), percentage of paperless delivery, number of accounts and pulled values.

Delivery Methods

View the status of invoices based on delivery method.

Delivery Exceptions

View the number of exceptions for each delivery method.

This list view allows you to manage your documents.