TABLE OF CONTENTS

• Access to VIM Interface
• List of Invoices
• Invoice View Area
• Document preview area

VIM Interface is your workspace to organize Vendor invoices processes. With VIM Review Interface, you can easily create an invoice, check the invoice stage, manage the process of invoice validation and approval.

You can also organize your work with VIM Invoices using another VIM dashboard — Invoices. The dashboard represents a web version of VIM Invoices reference.

Access to VIM Interface

Employees of FSM Financial user group have full access to VIM Invoices reference and VIM Interface as well. VIM Validators and Approvers belong to FSM Financial user group.

• VIM Validator is the Employee with a corresponding role.
• Approver is identified from the Invoice Category.

To open VIM Invoices Interface, go to the Homepage and click on 'VIM' item.

List of Invoices

The VIM Interface includes several areas.  A list of invoices occupies the left part of the interface. Here we display all basic information of invoices. There is also a search bar and tools above the list. 

We group invoices by the responsible user and join them by the invoice stage.

The responsible user can be:

1. An Employee, who created an invoice. His group of invoices includes draft invoices.

2. A VIM Validator. He will see invoices at all stages.

3. An Approver. His list of invoices consists of under-approval invoices.

So if you have created an invoice, you have the role 'VIM Validator'. Also, you are the Approver, so you will see an advanced list of invoices.

There is a separate group – others. We put into this group:

• all invoices in progress, but you are not responsible for them
• all invoices that haven't been paid yet

The  'Others' group is displayed only for VIM Validators.

A Class filter can be applied to the VIM Validator Employee Role. If so, all invoices for this class are available to the validator in the VIM Interface, as well as invoices for which no class is specified.

If you are a VIM Validator or an Approver and substitute for another Validator or Approver, you also see their invoices in the VIM Interface.

Invoice View Area

The main work area is the invoice view area. It is a simple version of the Invoice Card - where you can find all invoice information, open related references, change invoice stage. The one thing that is not available is invoice editing. This requires the opening of an invoice reference record.

Document preview area

To the left side of the Invoice Card area is an area of the document preview.