Work with invoices
Day-to-day capture, coding, matching, and Pulse.
Invoice list, filters, and status
Find invoices fast with filters, status, and saved views.
Payables list status tabs (Review / Approval / Sync)
Review, Approval, and Sync tabs on the payables list.
Archive or delete invoices from the list
Select payables that are not synced and not sent for payment, then archive them or permanently delete them from the list.
Document types on invoices
Document types for invoices: receipt, delivery, payment confirmation, and more.
Editing invoices
Correct lines, accounts, VAT, and dimensions before export.
Reviewing supplier bank details
IBAN, routing, and account validation on invoice detail before payment or export.
Accounts payable suppliers
Manage accounts payable suppliers, merge duplicates, and creditor match.
Totals, VAT, and rounding
How Cortena handles totals, tax keys, and rounding differences.
VAT ID validation (VIES)
Validate supplier and customer VAT IDs with VIES.
Cost centers on invoice line items (KOST1 / KOST2)
Assign KOST1/KOST2 per invoice line with header fallback for export.
Payment status
Track what is paid, open, or partially settled.
Duplicates
How Cortena groups related documents by supplier and invoice number (optional total / PO / delivery / quote), picks a master, and excludes duplicates from export.
Configure duplicate detection
Invoice Import settings for duplicate grouping: matching total, and optional PO / delivery / quote when invoice number is missing.
Purchase orders in Payables
Create or import purchase orders, link payables by PO Number, preview from the invoice, sync from Exact Online, and see what is next for delivery-confirmation goods receipts.
Reprocess
Re-run extraction and coding after a change.
Multi-page PDFs and large invoices
Handle multi-page PDFs and reprocess selected page ranges.
Email threads
Follow supplier conversations tied to an invoice.
Audit log
Every change, approval, and export in a GoBD-aligned trail.
Download an invoice Activity report (PDF)
Create a filter-scoped Activity Report PDF from an invoice’s Activity tab for audits, handoffs, and controller review.
Workspace Activity
Browse one activity log across payables, receivables, purchase orders, suppliers, and related records.
Delivery date (Leistungsdatum) on invoices
Edit Delivery date on payables when DATEV RW Leistungsdatum is enabled, set it from workflow, and export it in EXTF.
Discount line allocation
Split discounts across lines without breaking the booking.
Matching learns from your corrections
How booking matching improves from your corrections.
Matching correction
Fix hard matches: POs, partials, and multi-line edge cases.
Pulse
Live payables health: queues, aging, and bottlenecks.