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Target audience: Home Portal's users
| Vendor Invoices display |
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In the Vendor Invoices Smart View you can add and manage invoices for your vendors. Moreover, you can also remove any unnecessary invoices. |
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You can manage how and what information is displayed in the Vendor Invoices table. Use the View drop-down menu to select and manage view . With this menu you can select the view you want to work with and also create new custom views. Smart Views are fully customizable, therefore the example view provided in the example may be different than what you can see on your screen. | Error rendering macro 'excerpt-include' : User 'null' does not have permission to view the page 'EarlyAccess:Include - Smart Views - View drop-down menu'.
Edit Smart View
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Actions area | |
Use the buttons displayed to perform actions on the selected entities. You can only perform the operations which you are given access to.
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 | | Add Vendor Invoice split button drop-down | When you click Add Vendor Invoice the Select Jobs to Add Vendor Invoice pop-up window appears. You can select multiple jobs and add invoices to them. | | Add Empty Vendor Invoice split button drop-down | You can click this button to add new invoice. When you click this button you are taken tho the Add Vendor Invoice page. | | Export button | Click to format the data from the entity table. You can export the data to the file, therefore you can use it in another application. When you click the button, the Export Data pop-up window appears.
Export Data Pop-Up Window
 | Export type drop-down menu
| From the drop-down menu select the option of the exported format within the separator for the exported data. To use the exported files with other applications you can decide which separator might be used in .CSV files: - A file where columns are separated by semicolons;
- A file where columns are separated by commas;
- A file where columns are separated by tabs.
| Export
button | Click to download the .CSV file. Depending on your Web browser settings a file manager window might appear asking you to choose the location where you want to download the generated file. | | Close button | Click to to resign from exporting the data and close the window. |
|  icon |  | Use the radio button in the Number of items per page section to select how many entities should be displayed on one page in the table below. | Use the radio button in the Number of lines in a single row to select how many lines should be displayed in one table row, select:- 1 line - the table row contains 1 line regardless of the amount of content in the entity.
- Max lines: - use the drop-down menu to determine the number of lines displayed in a single table row.
- Fit to content - the number of lines displayed in a single row is adjusted automatically depending on the amount of the displayed content.
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 | | Send Selected button | You can click this button to send the invoice to the vendor. | | Mark as Fully Paid button | You can click this button to mark an invoice as paid in full. | | Change Status Invoice to Created button | You can click this button to change the status on the invoice to created. | | Delete button | You can remove an unnecessary invoice by clicking this button. |
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Search Filter panel | |
You can narrow down your search results for a desired entity with the search filter. The Search Filter panel contains individual fields. The search results are updated in real-time when you perform an operation on one of the fields. You can configure the Search Filter fields for a given object. Smart Views are fully customizable, therefore the example view provided in the example may be different than what you can see on your screen. | Error rendering macro 'excerpt-include' : User 'null' does not have permission to view the page 'EarlyAccess:Include - Smart Views - Search Filter Panel'. |
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Vendor Invoices table |
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You can view and manage Client Payables in the database. Click the name of the payment or anywhere in the appropriate row in order to see the details of the payment. The example provided concerns the default view. Smart Views are very customizable, therefore the example might be slightly different than what you can see on your screen. The default view columns provide the following information: - Internal Number: Internal identification number of the invoice. It is generated automatically.
- Invoice Date: Date when the invoice was created.
- Invoice No.: Identification number of the invoice.
- Vendor > Name: Name of the vendor for whom the invoice is prepared.
|  | | Checkbox column | You can select the checkbox in the highlighted row to select all the entities in the current page. Click the arrow icon next to the checkbox to open the selection actions menu. In the selection actions menu you can decide whether you want to: - Select All on This Page: Every entity on this page is selected.
- Select All Filtered: Every entity that fulfills the search criteria on every page of the Invoices table is selected.
- Deselect All: Any selected entity is deselected. This option is only available when at least one entity is selected.
| | icon | Click the icon and select one of the available options: |  | Move column left to move selected column one position to the left. | | Move column right to move selected column one position to the right. | Remove column from the view to delete the column from the view.
|  /  icon | You can click one of the icons to sort records in columns. Click the appropriate icon to set an ascending or descending sort order in a column.
| | Context menu | Right-click on the table row to display the context menu for this entity. The options in the menu are displayed accordingly to the selected entity.
| | Edit column | Click the edit icon in the appropriate row to edit the details of a particular invoice. |
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