Invoice list & search

Your complete invoice database with search, filters, and bulk operations.

Columns

Each row in the invoice table displays:

• Vendor — Company or individual name
• Invoice Number — Extracted invoice reference
• Date — Invoice issue date
• Amount — Value with currency code (e.g., 1,250.00 EUR)
• Category — Color-coded label for quick scanning
• Status Badge — Current status (see below)
• Actions — Quick access to view, edit, or delete

Statuses

Every invoice carries one of five statuses:

• Pending Review — Awaiting manual verification
• Verified — Confirmed as accurate
• Rejected — Excluded from analytics and reports
• Missing Document — Metadata exists but the source file is absent
• Processing — Currently being extracted or matched by the AI

Tabs

• Active — Invoices with Verified, Pending Review, or Processing status. These are included in analytics.
• Excluded — Rejected invoices kept for audit trail purposes, excluded from all analytics.

Filters

• Status — Filter by one or more statuses
• Category — Multi-select category filter
• Date Range — Pick a start and end date
• Search — Find by vendor name or invoice number (results update as you type)
• Sorting — Sort by date, amount, or vendor in ascending or descending order
• Pagination — Choose 25, 50, or 100 invoices per page

Bulk Actions

Select multiple invoices using the checkboxes, then apply an action to the entire selection:

• Change Status — Move invoices to Verified, Pending Review, or Rejected
• Categorize — Assign or change the category
• Delete — Permanently remove selected invoices (with confirmation)

Invoice Detail Sheet

Click any invoice row to open the detail side sheet with full information:

• Vendor Info — Name, tax ID, address, contact details
• Invoice Metadata — Invoice number, issue date, due date, payment terms
• Line Items — Itemized breakdown of products or services
• Amount Breakdown — Subtotal, taxes, discounts, and total
• Source Metadata — Email subject, sender, date received, provider
• Confidence Score — AI extraction confidence with a plain-language explanation of how it was calculated
• AI Flags — Warnings such as duplicate detection, unusually high value, or missing fields
• Attachment Preview — View the original PDF or image inline
• Status Buttons — Verify, reject, or mark as pending directly from the sheet
• Delete — Remove the invoice with a confirmation dialog

Edit any field if the AI extraction needs correction.

Export

Download invoice data for import into your accounting system.