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Overview

The All invoices view is your central hub for managing the invoice lifecycle. From here, you can upload documents, validate extracted data, and route invoices for approval or payment.

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Upload invoices

You can add invoices to Glimps individually or in batches.
1

Upload documents

Drag and drop PDF files directly onto the invoice list, or click Upload to select files from your computer.
2

Automatic scanning

Glimps immediately starts scanning the document to extract key details like supplier, dates, amounts, and line items.
3

Verification

Once scanning is complete, the status updates to Review. Click the invoice to verify the extracted data.
Glimps supports standard PDF invoices. Image-based PDFs are automatically OCR’d.

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Review and filter

Use filters to manage your priority list and find specific documents.
  • Search: Find invoices by supplier name, invoice number, or amount.
  • Filter: Narrow down the list by status (e.g., To Review, In Authorization) or date range.
  • Sort: Order the list by Date, Supplier, or Amount to organize your view.

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Process an invoice

When you open an invoice, you enter the processing detail view.
1

Verify details

Check the side-by-side view of the PDF and extracted data. Ensure the Total Amount, Invoice Date, and Supplier are correct.
2

Assign coding

Select the appropriate General Ledger account and VAT code. Glimps learns from your choices to automate this next time.
3

Select flow

Choose an Authorization Flow to determine who approves the invoice.
4

Submit

Click Submit to move the invoice to the next stage (e.g., Authorization or Reporting).
After submission, the invoice moves out of your “To Review” queue and updates its status automatically.