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Dashboard Documents widget
Created on 2019-11-29 14:17:18; Last updated on 2021-04-14 19:00:12
The Documents widget provides an overview of sent and received Tradeshift documents and their statuses (including drafts):
This overview does not include all documents though, but only documents from a certain period of time. The default period is one month back from the current date, but you can customise this by clicking the period indicator in the top right corner of the widget. This will open a side panel with a number of other options:
Note that the dates reflecting the chosen period are displayed in the bottom right corner of the widget.
The Documents widget has two overall tabs:
- Sales: Includes documents for which your account has acted as a seller (such as sent invoices and received purchase orders).
- Purchases: Includes documents for which your account has acted as a buyer (such as received invoices and sent purchase orders).
For each tab, the types of documents that have been processed in the chosen time period will be displayed as boxes just below the tabs. When you click one of these document boxes, the number of processed documents of the chosen type as well as their current statuses will be visualised in the accompanying graphics. In the screenshot below, for instance, a total of 13 invoices have been processed within the last year, of which 5 have been received, 5 have been paid, and 3 are overdue:
The circle surrounding the total number of invoices functions as a sort of pie chart, showing the proportional distribution of the various statuses. When you click either a status or its corresponding colour in the circle, Document Manager opens with all chosen Dashboard filters applied. For example, in the screenshot above, the user has selected the period Last year (from 28 November 2019), the Purchase tab, and the Invoices document box, and if the user then clicks on the document status Paid, Document Manager will open with the following four corresponding filters applied:
With these filters applied automatically straight from Dashboard, Document Manager will then list the five paid invoices from the period chosen in Dashboard, thus enabling the user to view more details for these documents. You can also easily open Document Manager from Dashboard with no filters applied: Simply click Documents in the top left corner of the Documents widget.
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