Summary overview of received invoices
The Summary view of received invoices in PANTHEON Web Light enables the overview of all received invoices in one place. By default, the most recently received invoices are displayed. The overview or search can be adjusted to different criteria, which makes the desired documents easier to find. The list of displayed documents can also be sorted by columns.
This chapter presents how to adjust settings of the overview of received invoices, search a specific document, and sort the displayed documents by columns.
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CASE SUMMARY
The person responsible wants to view all received cost invoices - document type 1200 - Invoice for costs - for the time period from January 2023 to March 2023, then find invoice number 23-1200-000003 and view its report in the form of a receiving slip. Then, the person responsible wants to display all cost invoices for a specific time period alphabetically according to supplier, but only those with a net value over 1000. This is done as follows:
- Opening the summary overview of received invoices
- Selecting the display filters in the header
- Searching by document number
- Previewing the received document report
- Sorting by columns
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1 Opening the summary overview of received invoices
To open the summary view of received invoices, the person responsible selects Purchases | List of received invoices from the main menu, then selects Summary overview in the Type of overview field. A list of invoices received in the last month is opened.
2 Selecting the display filters in the header
The person responsible wishes to find cost invoices 1200 - Invoice for costs created between January 1st 2023 and March 6th 2023.
The person responsible selects 1200 - Invoice for costs from the list in the Document type field.
Into the Date from field, the person responsible enters 01.01.2023, or selects it from the calendar. In the same way, the person responsible enters 06.03.2023 into the Date to field.
3 Searching by document number
If you know the number of the desired document, you can find it by entering the document number into the search field directly.
Into the Search field in the header, the person responsible enters the document number 23-1200-000003. The program displays the desired document only.
4 Previewing the received document report
In the list of received documents, you can also view document reports as PDFs.
To generate a document report, the person responsible clicks the 
icon in the line of the desired document and selects Report, then 226 - Receiving slip.
On the right side of the window, a preview of the report is generated, where the person responsible can adjust the displayed preview, download the file or print it with a connected printer.
5 Sorting by columns
The documents displayed on the list can also be sorted by columns.
To display all documents with the type 1200 - Invoice for costs, created from January 1st 2023 to March 6th 2023, the person responsible deletes the search string in the Search field.
The person responsible wishes to sort the list of received invoices by supplier.
By clicking the Supplier column, a window is opened for selecting criteria, the person responsible selects 
(Ascending). Documents are sorted alphabetically, ascending according to the suppliers.
The person responsible wishes to sort the displayed documents to only see ones with an amount over 1000€.
The person responsible clicks the Amount due column and selects Greater than from the list in the Filter by condition field in the window for choosing criteria, then enters the value 1000 on the line beneath the field.
By clicking the Submit button, only the documents with amounts over 1000€ are displayed.
