Invoices & documents
Find and review invoices
Use the processing overview and tax-period query to find input and output invoices, then continue the available action.
When to use it
- Find an invoice by number, counterparty name, or TIN
- Review Pending, Needs attention, or Completed work
- Query one tax year, quarter, or month
- Separate input and output invoice work
Before you begin
- Open the correct workspace
- Know the invoice direction when applying tax or withholding treatment
How to use it
- 01
Open Invoices
Open Source Documents and select Invoices.
- 02
Choose a processing status
Select All, Pending, Needs attention, or Completed in the overview.
- 03
Set the query
Search by invoice number, counterparty name, or TIN, then use the direction filter when needed.
- 04
Open the required action
Use the action shown for the row, such as Continue entry, Fix issues, or View.
- 05
Resolve review items
When a record needs review, confirm the extracted details, tax treatment, attachments, and duplicate warnings before confirmation.
System screenshot
What happens next
The invoice is either confirmed for downstream accounting or left with a clear follow-up status.
Good to know
- The four overview metrics are mutually exclusive: All equals Pending plus Needs attention plus Completed.
- Direction is a unified-list filter and manual-entry choice, not a separate list menu.
- Purchase EWT is decided on input invoices; Received Form 2307 remains independent evidence for output invoices.