Approver Hub - Viewing Clients, Suppliers, and Invoice Lists

Explains how users can locate and view invoice-related information.

Sections and Details:

• Main Navigation Items (collapsible Sidebar):
  
  • Collapse Menu: Hide or expand the sidebar for better screen space.
  • Homepage: Shows what's pending and the latest activities.
  • Inbox:  View all incoming messages, both read and unread.
  • Suppliers: You can view the list of suppliers under the selected client.
  • Assigned Tasks: This is where you will find invoices specifically assigned to you for approval. 

Client & Supplier Navigation:

Client List

The Client List shows all clients for which the approver:

• Is currently assigned to invoice, or

• Has been assigned invoices in the past

• The number badge beside a client's name indicates how many invoices are currently assigned to the approver for that client.

Example: If the number badge shows 0, it means the approver had invoices from that client in the past, but none are currently assigned. A badge with 145 means there are 145 invoices currently assigned to the approver from that client.

Supplier View (after selecting client):

• Lists all suppliers under that client.
• We can navigate to the invoice list by clicking on any of the suppliers. 

When you select a client in the Approver Hub, the middle pane updates to show all suppliers associated with that client. 

What you will see

• Supplier list: Once you click on a client name (e.g., Client 10 – Nederland), the list of suppliers linked to that client appears in the centre of your screen.
• Company Registration Number: Displays the registered company ID for each supplier.
• Supplier Name: Shows the name of the supplier.
• Total Amount Sum: Displays the total amount of all invoices currently listed for that supplier.
• Assigned Invoices: Shows a numbered badge indicating how many invoices are currently assigned to you for that supplier.

All invoices and All your invoices

The Approver Hub provides two invoice views: All invoices and All your invoices.

• If you have permission to view organisation-wide invoices, the All invoices tab shows all invoices in the organisation.
• The All your invoices tab shows only the invoices assigned to you.
• If you do not have this permission, both tabs will display the same information.

Note: Click on any of the details under Assigned Invoices to instantly access the invoices assigned to you.

Using filters

At the top of this section, you’ll see a Filters bar. Use this if you want to narrow down the list by:

• Company Registration Number
• Supplier Name
• Total amount sum
• Number of assigned invoices

If a filter is applied, a tag with the filter name will be visible on the right side of the filter bar, along with the "clear all filters" option.