On the Invoices Dashboard, we have made it easy to find invoices that are new or have already been paid.
The Sent tab
The Sent tab includes the invoices that have already been submitted for approval.
- In the dropdown menu, you will notice an option to Move Back to New. This action allows you to change the invoice status back to New if the invoice has not yet been approved by Agero. This option is only available for invoices with the Sent status; once an invoice meets the status of Approved or Paid it cannot be moved back to New.
- Invoices with the Approved status are also displayed in the Sent tab where you can view invoice, download invoice, or email the invoice for easy sharing.
- Within this tab, you can also denote approved and paid invoices as Mark Paid as part of your reconciling process. These invoices will then move to the Paid tab.
Paid invoices are in the Done tab
To help improve search functionality, the Done tab lists all invoices that have been paid.