Roles: Main user, TPA user, reading user
- Here you will find a list of the invoices and/or any credit notes sent to you by the (Vetpoint) suppliers on an ongoing basis.
- For each movement (invoice with negative amount, credit note with positive amount), the columns Expand symbol, Date, Supplier name, Invoice number and Document are displayed. By clicking on the column title, the list can be sorted according to the corresponding attribute. If the download icon is available for a transaction, the corresponding PDF document can be downloaded and viewed.
- A search field can be opened via the magnifying glass symbol (1st icon on the right directly above the supplier invoice list). As soon as you enter a search argument (text), only those lines are shown in the list that contain the search argument in the supplier name or invoice number or in an expanded detail line under product no. or product description .
- A filter dialog is displayed via the filter symbol (2nd icon on the right directly above the supplier invoice list). Here you can set a date filter and/or amount filter for the list of invoices/credit notes and thus restrict the list.
Each set filter (including the initially set “Period: last 60 days”) is displayed above the list as a green chip. Each of these filter chips can be deactivated directly with the attached X symbol, the account transaction list is then updated immediately.