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Supplier Invoices

The Purchases page lets you manage invoices received from your suppliers and reconcile them against purchase orders.

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Supplier Invoice Grid

Screenshot: The Purchases page showing the supplier invoice grid with columns for Type, Reference, Supplier, PO, Date, Nett/Tax/Gross, and Reconciliation Status. Include a visible “Reconcile” button on an unreconciled row.
The main grid shows all supplier invoices with columns:
  • Type - Invoice classification
  • Reference - Supplier’s invoice reference number (click to open details)
  • Supplier - Supplier company name
  • Purchase Order - Linked PO reference
  • Date - Invoice date
  • Nett / Tax / Gross - Financial amounts
  • Payment Due Date - When payment is due
  • Payment Status - Current payment state
  • Reconciliation Status - Whether the invoice has been matched to PO lines

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Searching and Filtering

Use the search box in the toolbar to filter invoices across all visible columns.

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Importing Supplier Invoices

Drag and drop supplier invoice files onto the upload area in the toolbar, or click to browse for files.

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Reconciliation (Back Costing)

For invoices that are not yet reconciled, a Reconcile button appears. Click it to open the Back Costing modal: Left panel - Supplier invoice lines showing:
  • Item name, Supplier Ref, Quantity, Rate, Nett
  • Allocation status
  • Reconciliation status
Right panel - Unreconciled PO lines available for matching Auto Allocate - Click the magic wand icon to automatically match PO lines to invoice lines by SKU name. Manual Allocation - Drag PO lines from the right panel onto invoice lines in the left panel to create manual matches. After reconciliation, the status updates and the invoice is linked to the corresponding purchase order lines.