Purchases View

This guide 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)
• Smoother everyday life (purchases)

Own customers (purchases)

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

Smoother everyday life (purchases)

1. Total purchase invoices: Shows how many purchase invoices have arrived in Netvisor. The number of invoices is retrieved from this day onwards for purchase invoices received/made within a year.
2. Purchase invoices by channel: Shows through which channels the purchase invoices have arrived. Options include scanned, e-invoices, and manually entered invoices.
3. Automation rules: Shows how many automation rules have been created.
4. AI hit accuracy: Shows the percentage at which AI posting has hit correctly.
5. Default circulation list for invoice vendor: Shows the percentage of vendors using the default circulation list.
6. Default circulation lists on purchase invoices: Shows the percentage of purchase invoices using the default circulation list.
7. Default account for invoice vendor: Shows the percentage of vendors with a default accounting account defined behind 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

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