Next steps
The band at the top names what actually needs you, grouped by reason rather than by status. A blocked invoice and a waiting invoice look the same in a status column, and they need very different things from you. Typical entries:
Click any entry to open the invoice behind it.
Finding an invoice
- Search by supplier, invoice number, or amount.
- Filter on supplier, category, and attention: on hold, with questions, or with notes.
- Sort by added date, invoice date, due date, supplier, amount, invoice number, or purchase order.
- Group by attention, status, supplier, or category. A grouped list collapses, which helps when one supplier sends fifty invoices a week.
Due dates
An invoice that is due soon or already past due, and still not approved, carries a badge. The list can sort on it in one click, so the ones that cost money come first.Categories
Categories are your own labels. One per invoice, in a colour you pick. Use them for projects, locations, or anything your ledger does not cover. Create them under Settings > Categories, or straight from an invoice. Then filter and group the list on them.Doing several at once
Select invoices with the checkboxes and act on the lot:- Reprocess them. Invoices on hold, already running, or already booked are skipped, and Glimps tells you how many and why.
- Set a category on all of them, or clear it.
- Delete them, where your workspace allows it.