Issued invoices track what customers owe the business. Received invoices and receipts show costs and documents that need review, payment, or completion. Connecting both sides in one workflow reduces missed tasks.
From report to document
A summary card is useful when selecting it opens exactly the invoices used to calculate its count or total. The user should not have to rebuild company, period, and status filters.
Counts and totals must follow the same rules. If a count includes only issued and paid invoices, its total must not silently include drafts or cancelled documents.
A different workflow for received invoices
A received document needs more than issued or cancelled. A practical split shows documents awaiting review, reviewed, requiring more information, and paid or unpaid.
Structured XML may contain supplier, invoice number, dates, currency, and payable amount. These details should feed the overview while remaining available for user review before further processing.
When bulk actions help
After reviewing several similar documents, a user can select them and apply one shared action. The system should show only actions valid for the entire selection.
Longer processing should show visible progress, so the user knows documents are being handled sequentially and should not close the page midway.
FAQ
Why might a report total differ from every document combined?
A report follows the selected period, company, status, document type, and currency. Drafts or cancelled documents should not be included in an issued-invoice total when they are not part of the same population.
Can invoices in different currencies be added together?
Not correctly without a defined exchange rate. It is safer to display a separate total for each currency.
Is how to keep issued and received invoices under control legal or accounting advice?
No. OnlineOffice provides working tools and materials. Important outputs should be reviewed against the specific situation.