This help covers the use of the Purchases view in Netvisor, which consists of two sections: "Own customers" and "Smoother everyday life". The view provides important information about the status of purchase invoices and the utilization of automation.

CONTENTS

Own customers (purchases)

  • eScan Documents: Shows how many unprocessed material items the company has. You can open the view by selecting Extensions > eScan material processing.
  • New purchase invoices: Shows how many new purchase invoices the company has that are in the new invoice status in the open purchase invoices view. The invoices do not have circulation (i.e. they do not have a factual verifier or approver), and they have not yet been factually verified.
  • Purchase invoices in circulation: Shows the number of invoices that have been put into factual verification and approval circulation. The triangle icon shows in more detail how many invoices are waiting for factual verification and how many are waiting for approval.
  • Overdue purchase invoices: Shows the company’s invoices whose due date is in the past.
  • Unallocated credit notes: Shows the number of credit notes that have not been allocated.
  • Purchase invoices without a voucher: Shows approved purchase invoices that lack a voucher.
  • Purchase invoice reconciliation: Shows whether there is a difference between the accounts payable balance and the company’s accounts payable accounts. If everything matches, a checkmark icon is shown; if there is a difference, a warning triangle icon is shown. If there is even one day within the search period when there is a difference, a warning triangle is shown, even if the difference is resolved on the last day of the search period.

Smoother everyday life (purchases)

  • Total purchase invoices: Shows how many purchase invoices have arrived in Netvisor. The number of invoices is retrieved for purchase invoices received/made within a year starting from today.
  • Purchase invoices by channel: Shows through which channels the purchase invoices have arrived. The options are scanned, e-invoices and manually entered invoices.
  • Automation rules: Shows how many automation rules have been created.
  • AI hit accuracy: Shows the percentage at which AI posting has been correct.
  • Default circulation list for invoice vendor: Shows the percentage of vendors that use a default circulation list.
  • Default circulation lists on purchase invoices: Shows the percentage of purchase invoices that use a default circulation list.
  • Default account for invoice vendor: Shows the percentage of vendors for whom a default accounting account has been defined in the vendor information.

Frequently asked questions

How do I see unprocessed eScan Documents? 

- Select Extensions > eScan material processing.

How do I check the status of new purchase invoices? 

- Check the new invoice status in the open purchase invoices view.

How do I see overdue purchase invoices? 

- Check the overdue purchase invoices section.

How do I check purchase invoice reconciliation? 

- Check the accounts payable balance and the company’s accounts payable accounts.

Keywords: Netvisor, Purchases view, eScan, purchase invoices, automation rules, AI, circulation lists


This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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