You can easily see a list of your upcoming purchase invoices using Copilot Insights.
To see your upcoming purchase invoices:
- Open the Dashboard or Purchase invoices list.
Dashboard
Purchase invoices - Open the Copilot screen ().
- Choose the prompt .
Copilot generates an overview of your upcoming purchase invoices and a list of the 5 purchase invoices with the highest amount.
You can change the number of days that Sage Copilot takes into account for this insight by selecting .
You can select the invoice number to navigate directly to the chosen invoice. When there are more than 5 upcoming purchase invoices, you can select View all purchase invoices… to open a filtered list of these invoices directly in Sage Active.
Follow all the news from Sage