IB
Invoice Batch CRM
Tabbed demo
Staging
Batches
Review
Ready for Upload
Complete
Audit
Settings
Refresh Files
Create NEW Batch from Selection
Add Selection to Batch
Extraction is simulated with a progress loader (5s per file).
Batch
Folder
Status
Approved/Declined/Pending
Open Batch
Select a batch to review.
Mark Ready to Upload
Invoice image
Supplier
Invoice #
VAT #
Date
Due
Currency
Subtotal
VAT
Total
Line Items
SKU
Description
Qty
Unit Price
VAT %
+ Add Line
This invoice is
Declined
and will
not
be uploaded.
Save
Approve
Decline
Batch
Folder
Status
Approved/Declined/Pending
Batch
Folder
Status
Approved/Declined/Pending
Time
Actor
Action
Meta
Future: STOCKWin URL/API key, file roots, retention, roles, etc.
Extracting Invoices…
Starting…