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Invoices

Invoices Overview

Invoice list, filters, and status overview

Navigate to Invoices to manage all incoming and outgoing invoices.

Invoice List

The invoice list shows all invoices you have access to with the following columns:

ColumnDescription
Invoice NumberSupplier's invoice number
SupplierLinked supplier
Issue DateDate the invoice was issued
Due DatePayment due date
AmountTotal gross amount
StateCurrent invoice state
TagsAssigned tags

Click any column header to sort by that column.

Filtering

Use the filter panel (click Filters) to narrow results by:

  • State — Draft, Processing, Pending Approval, Approved, Exported, etc.
  • Supplier — search by name or IČO
  • Date range — issue date or due date
  • Amount range — minimum and maximum amount
  • Tags — one or more tags
  • Organizational unit — department or team

Invoice States

Invoices follow the same state lifecycle as documents. See Document States for the full state reference.

Overdue Invoices

Invoices past their due date are highlighted in the list. Use the Overdue quick filter to show only overdue invoices.

Export

Click Export CSV to download the current filtered view as a spreadsheet.

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