Invoice columns help you customise the Invoices List so you can quickly view the information most relevant to your workflow.
You can show, hide, and reorder columns depending on what your team needs to see.
How to Enable or Disable Columns
- Go to the Invoices list
- Click the three dots on any column header
- Select Columns
- Tick or untick the columns you want to display
- Click Save
| Column Header | Description | Learn More |
|---|---|---|
| Invoice Number (Default) | Displays the invoice number captured from the supplier invoice. | |
| From(Default) | Shows the supplier or sender of the invoice. | |
| Emails | Displays the email address the invoice was received from. | Email Capture Overview |
| PO Number | Displays the linked Purchase Order number. | How PO Matching Works |
| Date(Default) | Shows the invoice date. | |
| Due Date(Default) | Displays the payment due date captured from the invoice. | |
| Amount(Default) | Shows the total invoice amount. | |
| GST | Displays the GST or tax amount on the invoice. | |
| Currency | Shows the invoice currency. | |
| Status(Default) | Displays the current invoice status such as Received, Submitted, Approved, or Exported. | Invoice Status Overview |
| Received Date(Default) | Shows when the invoice was received into Ocerra. | |
| Submitted Date(Default) | Displays when the invoice was submitted for approval. | |
| Approvers | Shows the current or completed approvers for the invoice. | How Approval Workflows Work |
| Comments(Default) | Displays workflow comments added during approvals. | |
| Notes(Default) | Shows internal notes added to the invoice. | |
| Warranty | Displays warranty information linked to the invoice, if used. | |
| Priority | Shows the invoice priority level. | |
| Exported(Default) | Indicates whether the invoice has been exported to the accounting system. | Why Invoice Failed to Export |
| Actions | Allows bulk actions such as sending reminders. | Send Approval Reminders from the Invoices List |
Important Notes:
- Default columns are automatically visible for all users
- Additional columns can be enabled anytime through column settings