The Documents view

Administrators can use this view browse documents and batches, and examine documents in the Online Office document viewer.

To access this view: Select a Documents node in the administration tree view.

The list can be filtered according to the file name, status and other items of interest. Clicking a TRACK ID in the list on the Documents tab displays the Document details view. Clicking a TRACK ID in the list on the Batches tab displays the Batch details view.

REFRESH Refreshes the list view.
UNLOCK Unlocks the selected invoice.
Note Use caution when using this feature because normally an invoice is locked while someone is working with it.
DELETE Deletes the selected invoice or batch.
Displays a dialog where you select which columns you want to see in the list and whether you want to see deleted documents. Available fields include:
  • ID

  • Received

  • Status

  • Customer

  • Supplier name

  • File name

  • Hold reason

  • Held date

  • Held by

  • Workflow

  • Current approver

  • Buyer

  • Invoice number

  • Supplier number

  • Invoice date

  • Due date

  • Gross amount

  • Currency

  • Purchase order

  • External ID

The Document details view

To access this view: Select the Documents tab and click a TRACK ID in the list.

OPEN IN OFFICE Opens the current document in Online Office.
UNLOCK Unlocks the current invoice.
Note Use caution when using this feature because normally an invoice is locked while someone is working with it.
DELETE Deletes the current invoice.
Image Displays the invoice image.
  • FULL SCREEN - Displays the invoice image full screen.

  • PRINT - Opens the invoice image in a new window and prompts the print dialog.

History Displays the document event history.

The Batch details view

To access this view: Select the Batches tab and click a TRACK ID in the list.

UNLOCK Unlocks the current batch.
Note Use caution when using this feature because normally a batch is locked while someone is working with it.
DELETE Deletes the current batch.
Documents in batch Lists all of the documents in the current batch. Clicking the status of a document opens the document in the Document details view.
History Displays the batch event history.