The dashboard provides an overview of all invoice documents and their statuses.

You can reach the dashboard by clicking the Invoice tile in the My ELO area.

The settings are saved on the dashboard. When you open the dashboard again, it remembers and displays your most recent view.

The dashboard is divided into the following areas:

1 Database: In the dashboard header, use the drop-down menu (arrow icon) to select a database. A dashboard database is a list of invoices that is loaded for evaluation.

Information: If there is only one database, this database is selected permanently and no drop-down menu is available.

2 Search: To narrow down the data displayed, you can use the free text search in the header. The view automatically refreshes when you begin typing. In addition to text values, you can also search for deadlines and amounts. All data that you can select as column values in the table view serves as the basis.

3 Table: Clicking this button increases the size of the table and hides other elements. Clicking the button a second time shows the elements once again.

4 All invoices/critical: With these buttons, you can choose whether to show all invoices or only invoices with an upcoming discount deadline or processing deadline that has been reached or exceeded. The buttons show the number of invoices and the accumulated net invoice amount.

5 Status: Each invoices has a status. The dashboard header contains a button for each invoice status. If a button is active, all invoices with the corresponding status are shown in the dashboard viewer pane. You will recognize whether buttons are active based on the dark blue or red bar at the bottom of the button. Click the button to deactivate it. The bar disappears and invoices with the corresponding invoice status are no longer shown in the dashboard viewer pane.

6 Viewer pane: In the dashboard viewer pane, you will see a list of invoices. This list changes depending on the filter criteria applied.

Dashboard viewer pane

1 Top 5 vendors: This overview provides information on the vendors with the greatest number of invoices in the form of a bar chart.

2 Net amount due in $: This overview presents the net amount due for a specific period in the form of a bar chart.

You can choose between the following settings:

• Day view: The day view shows the amount due for the current day and the following seven days.

• Week view: The week view shows the amount due for the current week and the follows six weeks.

• Month view: The month view shows the amount due for the current month and the following four months.

3 Table: The table view lists the entered data in table form. Critical invoices are marked with a red dot. Clicking an entry shows a preview of the entry. Double-clicking an entry brings you to the repository.

Filter and customize the table view using the drop-down menus.

The drop-down menus in the column headings contain the following functions:

• Sort ascending: The values in the selected column are sorted in ascending order. An up arrow appears in the column heading.
• Sort descending: The values in the selected column are sorted in descending order. A down arrow appears in the column heading.
• Remove sorting: This option appears if you have sorted the column. Click Remove sorting to clear the sorting option.

Alternative: You can sort the column by clicking the column heading. Clicking once sorts in ascending order. Clicking a second time sorts in descending order. Clicking a third time clears sorting.

• Hide column: The selected column is no longer shown in the table view.
• Group: The content of a column is joined into groups. The number of invoices in each group is shown in brackets. Click the plus icon before the group to expand it and view all contained invoices. The minus icon minimizes it again. Clicking the plus icon in the header expands all groups.

Information: You can combine multiple groups. You can specify a hierarchy with the order in which you select the columns.

• Ungroup: This option appears if you have grouped items. Click Ungroup to discard the group.
• Agg: Number (only for number fields and when another column is grouped): The number of invoices in the group is shown.
• Agg: Total (only for number fields and when another column is grouped): The total of the group is shown.
• Agg: Minimum (only for number fields and when another column is grouped): The lowest value of the group is shown.
• Agg: Maximum (only for number fields and when another column is grouped): The highest value of the group is shown.
• Agg: Average (only for number fields and when another column is grouped): The average of the group is shown.

Menu: By clicking the button with the three lines, you can show hidden columns. You will recognize hidden columns based on the X next to the column heading. Click the column you want to show. Clicking the Search settings button allows you to choose fields to be considered during the search. Clicking the Reset grouping button resets all groups. Clicking Reset all settings to return to the table's default settings.