Invoices Library

Use Case

Invoice tracking library with built-in approval workflow

Custom Metadata for Invoice attributes enables tracking of key invoice details such as invoice number, vendor, amount, due date, and payment status
Color-coded indicators provide visual cues to help users easily identify invoice status (e.g., pending, approved, overdue).
Built-in Approval Workflow ensures a smooth and efficient review and payment workflow
Advanced Filtering, Sorting, and Grouping allow users to organize invoices in multiple ways for better visualization and easier management
Audit Tracking & Version History maintains a record of changes, approvals, and updates, ensuring compliance and accountability

Centralizes all invoice documents in one secure location, eliminating scattered files and reducing the risk of duplicates
Improves visibility into invoice status, so finance teams and approvers can easily see what’s pending, approved, or overdue
Streamlines the approval process, with built-in workflows that route invoices automatically to the right people
Reduces manual tracking and follow-ups, saving time and minimizing errors in invoice handling
Supports audit and compliance needs, by maintaining version history, timestamps, and approval records for every invoice
Enhances organization with metadata, making it easy to filter invoices by vendor, department, date, or status