How to Navigate

The Invoice Management System (IMS) has five main navigations. They are:

• Dashboard
• Invoicing
• Invoice
• Import
• Export

1. Dashboard

The first landing page of the IMS is the 'Dashboard'. The dashboard features 'Tiles', tabular information with various filter options, 'Top 10 Customer' bar graphs, donut charts. Users must select the accounting period and organization to load and view these details in the dashboard.

2. Invoicing

Clicking on 'Invoicing' redirects the user to the 'Invoicing page' where users can create an invoice batch, add transactions accordingly, verify it, and successfully post the invoice.

3. Invoice

Clicking on 'Invoice' redirects users to the 'Invoice Directory' which displays the list of invoices created. The invoice batch and posts created by the users’ display in this main navigation. Users can redirect to the specific invoice detail where users can view individual transaction items, add and edit comments, make corrections, merge invoices, and so on.

4. Import

Clicking on 'Import' redirects users to the 'Import'. Users can import the invoices as per their requirements.

5. Export

Clicking on 'Export' redirects users to the 'Export'. Uses can export the invoices as per their requirements.