What is the VIM Invoices dashboard

VIM Invoices dashboard is akin to VIM Invoices reference. Each line represents a VIM Invoice, each column is the Invoice requisite.

Like the VIM Review Interface, this dashboard supports the feature to review each invoice: open card, change stage (to validate, review, reject with notifying a vendor), preview an invoice document.

Get access to the dashboard

The following user groups have access to the dashboard:

• Administrators
• Accountants and Bookkeepers
• Directors and Executives
• FSM Financial. Generally, VIM Validators and Approvers belong to FSM Financial user group.

The VIM Invoices you see

The default list of Invoices you see in the dashboard includes draft, pending, validated and under-approval invoices. Depending on your relationship to the VIM Invoice, we filter this default list:

• Invoice author can see their draft invoices.
• VIM Validator — available invoice of all stages. Note, that here we apply filter by Class if it's specified for the VIM Validator in the Employee card. In this case, VIM Validator will see invoices of applied Class and invoices for which Class isn't added yet.
• A VIM Approver can view under-approval invoices.

Administrators, Accountants and Bookkeepers, Directors and Executives also see the default list of VIM Invoices. To view paid, rejected, canceled invoices you should use the top filters by stage or by date. It works for a VIM Validator as well.

Dashboard features

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