Status tabs above the Payables and Expenses lists group invoices by workflow stage so you can focus on review, approval, or export-ready rows without building filters each time.
1. Tab strip overview
On Payables and Expenses, the tab bar includes workflow-oriented tabs such as:
- Review · invoices waiting for your review step (default tab when none is stored).
- Approval · invoices waiting for approval (shorter label than legacy “waiting for approval” wording).
- Sync · Ready to sync export queue (label Sync on the tab).
- All · everything matching current search and filters, with a breakdown tooltip by sub-status when counts are available.
Additional tabs (Payment, Synced, Other docs, etc.) appear depending on workflow and filters. Tabs only show meaningful counts when your workflow includes the underlying steps.
2. Default tab and persistence
- First visit (per tenant): Cortena opens Review.
- When you switch tabs, Cortena remembers the last tab separately for Payables and Expenses. Switching tenants also keeps per-tenant memory in the browser.
Deep links from Pulse or bookmarks can include a tab in the URL; the list opens on that tab when valid.
3. Deep links and filter parity
Dashboard and insight cards link into the list with normal query parameters (due date, payment status, duplicate scope, etc.), not hidden flags. When a deep link implies a different workflow stage than your last-used tab, Cortena may suggest switching tabs so the list matches the link intent.
Related: Invoice list, filters, and status, Pulse.
4. Duplicates and archived rows
On workflow tabs, archived duplicate rows are hidden by default so review and approval queues stay readable. Use the list ⋯ menu → Show duplicates when you need to see duplicate indent rows in All or other tabs.
Tips and limitations
- Tabs reflect workflow configuration. If you have no approval step, Approval may be empty or omitted from counts.
- Expenses and Payables remember tabs independently; do not expect one switch to change the other workspace.
- Filters and search apply within the active tab; clearing filters does not change the tab itself.
Quick reference
| Task | Where |
|---|---|
| Review queue | Payables → tab Review |
| Approve queue | Payables → tab Approval |
| Export queue | Payables → tab Sync |
| Show dupes | List ⋯ → Show duplicates |
| Reset tab memory | Switch tab again (stored per tenant + workspace) |