Depending on the interface between the Bauwise environment and the accounting program, this module is displayed either as "Invoices" or as "Financial Entries".
Invoices - The module displays all invoices related to the project.
Financial entries - In addition to project-related invoices, the module also displays financial entries (salaries, for example).
It is possible to filter invoices based on the parameters at the top of the module (circled in blue).
In the lower part of the module you can see the invoices (circled in green).
The displayed columns can be set by clicking on the column selection button (in the black circle).
Table columns:
Invoice number - The invoice number assigned by the invoice provider. By clicking on the invoice number, the invoice information opens.
Company - The name of the company that has submitted the invoice.
Invoice Date - The date of submission on the invoice.
Amount - The net amount of the invoice.
Amount Paid - Shows the amount paid (typically not needed if such an interface is developed).
Invoice Status - Indicates whether the invoice is confirmed/unconfirmed.
To sort based on the desired column, right-click on the name of the column and select the appropriate sorting direction.
If the user has the right to add invoices to the Bauwise environment, the module has the "Add purchase invoice" button, which can be clicked to add a new purchase invoice (circled in orange).
In the view of financial entries, other tabs may also be displayed, e.g. Revenue invoices, Completion stage entries, Excluded expense entries, Prepayment, etc.:
What is displayed on these tabs depends on the prior agreement between the customer and Bauwise and accordingly on the setup of the interface. By default, nothing is displayed on the tabs other than the Purchase invoices tab.
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