The invoice list

This is where you land after signing in. Each row is one invoice, from an uploaded photo to a document in iiko / Syrve. What to do with an invoice is decided by its status.

The main view#

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1. Search — searches by invoice number, iiko document number, supplier, product name in the lines, comment, and file name. Case doesn't matter: "mozzarella" and "Mozzarella" find the same thing. The % and _ characters are searched as ordinary characters.
2. Filters — dates, supplier, store, status; the number on the button is how many conditions are applied.
3. View settings — compact rows, grouping, table or tiles, the set of columns.
4. Check statuses in iiko — refreshes the statuses of sent invoices: whether they have been posted in iiko yet.
5. Row checkbox — marks an invoice for a bulk action (recognize again, set supplier, mark, merge, delete).
6. Status — which step the invoice is at; the status glossary is below.

Filters#

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1. Invoice date — by the supplier's document date.
2. Upload date — when the invoice arrived in ReconDoc.
3. Supplier — several suppliers at once; Select all ticks every one of them.
4. Store — the invoice's receiving store.
5. Status — one status or several.
6. Author — who uploaded the invoice.
7. Toggles — only with a total mismatch, only not sent, show duplicates.
8. Reset all filters — brings back the full list.

View settings#

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1. Compact rows — shorter rows, more invoices on screen.
2. Group by — supplier, upload date, invoice date, or status.
3. View — a table or tiles with photos.
4. Columns — which columns to show; some columns can't be hidden.
5. Reset view settings — brings back the default view.

Bulk actions#

They appear as soon as at least one invoice is ticked. Sending to iiko is never a bulk action — only one at a time, from the invoice card.

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1. How many are ticked — a counter of the selected rows.
2. Recognize again — re-recognizes the ticked invoices; it overwrites the lines, including manual edits, and spends your plan's quota — so it asks for confirmation.
3. Set supplier — pick a supplier from iiko for several invoices at once.
4. Mark — set the status Processed or Other, or clear the mark and send it back to Needs review. Reconciliation can only be set from the document card.
5. Merge — glue the ticked invoices into one (when the supplier sent them as separate files).
6. Delete — deletes the ticked invoices with no way to restore them.
7. Clear selection — the cross clears the whole selection.

Statuses#