Showing purchase invoices due in 7 days


You can easily see a list of your purchase invoices due in the next 7 days using Copilot Insights.

To see your purchase invoices due in the next 7 days:

  1. Open the Dashboard or Purchase invoices list.

    Dashboard
    Purchase invoices

  2. Open the Copilot screen (Copilot Insights).
  3. Choose the prompt View invoices due in next 7 days.

Copilot generates an overview of your purchase invoices due in the next 7 days and a list of the 5 purchase invoices with the highest amount.

You can select the invoice number to navigate directly to the chosen invoice. When there are more than 5 purchase invoices due in the next 7 days, you can select View all invoices due in the next 7 days to open a filtered list of these invoices directly in Sage Active.

 


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