The Invoice Dashboard

The Invoice Dashboard lists every invoice you can work on, one row per invoice. You open each invoice from here.

1Add Invoice

2Open and Closed

3Search Invoices

4Show Unassigned

5Filters

6Source ID

7Status

8Action column, with Review

To open an invoice, select Review on its row. It opens at the stage it has reached.

Open and Closed

Open holds invoices still moving through the stages. Closed holds invoices that are finished: posted or rejected.

Column	What it shows
Source ID / Time	The Freshdesk ticket number, and when the invoice arrived. Rows from the same ticket share a number.
Vendor / Invoice #	The vendor, and the vendor’s invoice number.
Status	The stage the invoice has reached. See the next table.
Assignee	The person the ticket is assigned to in Freshdesk.
Invoice attachment	The invoice file. Select it to open it.
Amount	The invoice total, in the invoice’s currency.
Action	Review opens the invoice so you can work on it. View opens it read-only. Processing means Neoflo is still working on it, so wait. Reprocess, on a rejected invoice, sends it through again. See Reject or resend an invoice.

Status	What it means
Extraction	Neoflo has read the invoice. It’s waiting for you to check what it read.
Faktur Pajak	An Indonesian invoice, waiting for its Faktur Pajak check.
Matching	Waiting for you to check it against its PO, and its goods receipt or service entry sheet.
ERP Posting	Ready for tax codes, simulation and posting.
Error	Something failed on Neoflo’s side. You don’t need to do anything: Neoflo takes care of it.
Posted	Posted to SAP. It’s on the Closed tab.
Rejected	Rejected by someone on the team. It’s on the Closed tab.

Search Invoices finds an invoice by a word or number, such as the vendor or invoice number.
Show Unassigned shows only the invoices nobody is assigned to.
Filters narrows the list by status, date range, vendor, amount, source, invoice number or assignee.
The arrows beside Source ID / Time sort the list.