Layout of the interface

invoiceR consists of three areas: the main menu on the left, the header at the top and the work area in the middle. What you see in the menu depends on your permissions. If an entry you need is missing, contact your internal administrators.

Overall view of invoiceR with the main menu on the left, the header at the top and the task list open

Main menu

The most important entries for daily work:

Entry	Purpose
Tasks	Your task list with all documents waiting for you.
Archive	Search documents that have already been processed, see Archive.
Dashboard	Key figures and evaluations, if set up for you.
Master data	Suppliers, projects, orders and other master data, if you are allowed to maintain them.
Administration	Users, roles, settings. For internal administrators only.

Depending on the setup there are further entries, for example for uploading documents or for reports.

Header

In the top right corner you find:

• the language selection, to switch the language of the interface,
• the notifications (bell), see Notifications,
• your profile picture: clicking it opens the user menu.

User menu

At the top of the user menu you see your user name and email address. Below, depending on setup and permissions:

Entry	Purpose
Manage linked accounts	Link further user accounts and switch between them quickly.
Change password	Only if you log in with user name and password.
Login attempts	List of your recent logins.
Change profile picture	Upload your own picture.
Email reminders	Choose the weekdays for the daily task email, see Notifications.
Personal absences	Enter holidays and set your deputy, see Absence.
Mobile App	Connect the mobile app to your account.
My settings	Profile and display, see below.
Logout	See Log in and log out.

“Back to my account”

If someone from administration has logged in as you, or you as someone else, Back to my account appears at the top. It takes you back to your own account.

My settings

My settings has two tabs:

• Profile: first name, surname, email address and phone number, depending on the setup also the Timezone and two-factor login. Whether you may change your user name or email address yourself depends on the setup. With a company account, this information usually comes from your company directory.
• Interface: choose whether an opened document appears as a window or in full screen.

Click Save to apply the changes.

Adjusting tables

You can set up the tables in invoiceR (task list, archive, accounting) yourself. invoiceR remembers your settings per user:

• Show and hide columns: use the column chooser to drag columns into or out of the table.
• Move and resize columns: drag the column header to another position or drag its edge.
• Reset: Reset Columns restores columns, filters and sorting to the default.