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Opening an Invoice — The Detail View

Tap any card to open the detail view. A navy hero shows the vendor name, amount, and status pills. A segmented control beneath the hero gives you four tabs.

     

    Tab

    What it shows

    Header

    Vendor, invoice number, invoice date, amount, accounting date, invoice codes, discount and payment dates, and tax. Tap the edit button to change any field.

    Pages

    The image of the document. Pinch to zoom and swipe through multiple pages.

    Dist.

    A read-only summary of how the amount is split. Tap + Add to start the Distribution wizard. Tap any row to edit it.

    Summary

    Comments and the full workflow History for the item, plus the action bar.

     

     

    💡 Tip | From any invoice detail, tap the menu in the top-right to draw on the image, highlight, generate a PDF with details and history, or share via email or text message.