Processing and exporting several tasks

If you have many documents to deal with, you do not have to open each one separately from the task list. The admin view also offers tools for accounts payable.

Processing several tasks in a row

1. Select the tasks with the check boxes on the left.
2. Click one of the selected rows.
3. Process the document and finish the task.

invoiceR then automatically opens the next selected task.

Filtering and sorting in the admin view

At the bottom of the task list, select the Admin View. It offers:

• a filter row directly below the table header, where you type in values,
• create filter at the bottom of the list, to combine several conditions,
• quick filters above the list: with + you save the current filter under a name, and a click on the name applies it again,
• sorting by clicking the column header.

Exporting

In the admin view you export the list as an Excel file with the export icon in the top right corner, either all rows or only the selected ones.

Actions for several tasks

1. Select the tasks with the check boxes on the left.
2. Right-click a selected row.
3. Choose the action in the menu.

Action	Purpose
Process Course	Shows which steps the document has gone through (only with one selected task).
Assign Task to different User or Role	Gives the tasks to another person or role.
Add chips, Delete chips	Sets or removes markers on the documents.
Export payment data	Exports the payment data of the selected documents.
Finish tasks	Finishes several tasks in the current step at once.
Execute issue handling	Runs an action from Problem with this document for all selected tasks together, for example pass on. The tasks must be in the same step.
Data export	Exports the data of the selected documents.
Login as …	Logs you in as the person who owns the task (only with one selected task). You get back via the user menu with Back to my account.

Different in your organisation?

You only see the actions you have the permission for. Which permissions exist is described under Permissions.

Tasks of other people

With the corresponding permission, the admin view has these switches at the top:

• Show all Users Tasks: shows all open tasks of the tenant. You can open and process them.
• Show other Users Tasks: shows the tasks you are allowed to see, even if they do not belong to you.
• Show parked Tasks: shows documents that someone has parked.

For administrators

With Set current configuration of task list as default for all users you save your columns, filters and sorting as the default for all users.