Toggled Views for Documents and Invoices

Organisation Admins have different Toggles that they can use to manage and view documents and invoices in the Document Management System (DMS).

Toggle Location

Toggles are located in a row immediately below the navigation bar. The Document page includes 3 toggles and the Invoice page includes 6 toggles.

Organisation Admins should toggle the switch of the relevant text to view a filtered list of results.

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'All' for All Invoices or All Documents

The 'All' toggle allows Organisation Admins to view all invoices or all documents for the organisation.

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'Tasks' for Invoices to Approve

The 'Tasks' toggle allows Organisation Admins to view all invoices that are assigned to them for approval.

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When there are invoices for approval, a red number will appear above the 'Invoices' tab. Clicking the red number will also apply the 'Tasks' toggle.

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'Priority' for Invoices of High Priority

The 'Priority' toggle allows Organisation Admins to view all invoices that have been flagged as high priority to expedite processing.

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All high priority invoices will be shaded red in the list view and when selected, there will be a red 'Priority' banner above the Invoice Status on the Invoice Summary page.

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