Columns in the All Invoices Tab

The All Invoices table displays all invoices in your account. You can add or remove table columns, which include specific information about each invoice (e.g., Due Date, Status, Payment Terms, etc.). This article describes the following topics:

Column Descriptions
Add or Remove a Column

Column Descriptions

The All Invoices table includes a few default columns along with a number of optional ones:

Default Columns
Optional Columns

Default Columns

The following columns appear by default, and can’t be removed from the table:

Column	Description
Invoice Amount	Amount of the invoice.
Invoice Date	Date of the invoice.
Invoice No.	Number of the invoice.
Posted Date	Date the invoice was posted to the ERP (enterprise resource planning).
Vendor No.	Unique identifier assigned to the vendor.

Optional Columns

You can add the following columns to the All Invoices table as desired:

Column	Description
Approved By	User from your organisation who approved the Invoice Error.
Closed Date	Date when the invoice was paid.
Created At	Date the invoice was created in Xelix.
Credit Note	Whether the invoice includes a credit note/reversal: Yes No
Currency	Currency of the invoice.
Days Paid Late	Number of days after the due date, that the invoice was paid.
Description	Description of the invoice, imported from the ERP system.
Division	Division of the organisation where the invoice originates.
Division Ref.	Reference number of the organisation division where the invoice originates.
Document Image	Image(s) (e.g., PDF files) for the invoices. Each available image is shown as a file icon in the cell. Click a file icon to display the image in a new browser tab.
Document Type	The category or classification of a document. Note: Listed document types are defined by the ERP system.
Due Date	Date when payment for the invoices is due.
Email Address	Email address of the primary contact.
Entered by	User from your organisation who entered the invoice in your system.
Excluded From Payment KPIs	Whether the invoice is excluded from KPIs (Key Performance Indicators): Yes No
Invoice Amount Base Currency	Base currency for the invoice amount.
Internal Ref.	Internal reference number assigned by the ERP.
Late	Whether the invoice was paid late: Late: Payment was late On Time: Payment was on time
Net Amount	Net invoice amount, excluding sales tax.
Net Amount Base Currency	Net amount of the invoice in the base currency.
Open	Investigation state: Open: Unpaid Closed: Paid
Open Amount	Outstanding balance for the invoice.
Open Amount Base Currency	Open amount of the invoice in base currency.
Paid Amount	Amount paid for the invoice.
Paid Amount Base Currency	Amount paid in base currency.
Payment Days	Number of days between when the invoice was received and when the vendor received the funds. To learn more about changing assumptions around the receipt and payment date, see How to use Payment Performance.
Payment Received Date	Date when payment was received.
Payment Terms	Payment terms of the invoice from the ERP system.
PO Number	Purchase order number.
Primary Contact Name	The main person of contact.
Receipt Date	Date the invoice was receipted by your company.
Sales Tax	Sales tax of the invoice.
Sales Tax Base Currency	Currency for the Sales Tax.
Spend category	Spend category where the invoice is posted.
Status	Status of the invoice.
Supplier Contact	Primary vendor contact.
System	The organisation’s ERP used to track their finances.
Vendor	Name of the vendor who issued the invoice.
Vendor Group	Collections of vendors categorised in the Xelix settings. To learn more, see Vendor Settings (coming soon).

Add or Remove a Column

To add or remove a column from the All Invoices table:

Navigate to the All Invoices tab.
Click Columns & Filters to open the column menu.
To the left of each column you want to add or remove, click the switch to enable or disable the column. If the switch is purple, the column is enabled. If it’s grey, it’s disabled.
Click Apply in the top-right corner to update the table.