Learn how to view and sort your invoices on the Dashboard:

Sorting Invoices

On the Dashboard, you can sort your invoices by column. For example, you may want to sort your invoices by import date or amount.

To sort by ascending order, click the column header once. To sort by descending order, click the sorted column header again.

Viewing Invoices by Status

There are four available invoice statuses on the Dashboard: New, In Progress, Completed, and Failed.

To view your invoices by status, click the status tabs on the Invoices table header.

Tip: To preview invoices from the Dashboard, click the invoice. A preview image will appear, as well as information such as import date, source, ingestion ID, and document ID. You can preview invoices of any status.

Customizing Your Columns

To customize which columns are visible on your Dashboard:

  1. On the Invoices table header, click the Columns icon.

  2. From the drop-down menu, check or uncheck the columns to display them.

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