Where to find it
Accounting → Incoming or Outgoing → New, Booked, Posted (if applicable), or View all
✅ Common tasks
Find and open invoices to book
Open Accounting, which defaults to Incoming → New
Switch to Outgoing for sales invoices, if enabled
Check New for invoices needing action, Booked for completed ones
Filter or sort by supplier, date, amount, status and more
Click an invoice row to open it for review
The Booked tab also includes invoices forwarded to your accounting software's scan service, not just ones booked directly.
Review and edit a booking
Compare the document preview against the booking panel
Check journal fields like Period, Journal and Payment method
Review each line's ledger, amounts, tax rate and analytic accounts
Use Split if a line needs to be divided across analytic accounts
Click Save & Book once everything matches the invoice totals
Line-item editing only works on desktop or laptop, not on mobile.
Use AI to speed up booking
Open Edit with AI and describe the change you need
Try Suggest booking or Suggest ledger account for targeted help
Use Re-extract line items if the extracted data looks wrong
Review the highlighted changes, then Accept or Reject them
Save after accepting to confirm the changes
Edit with AI isn't available once an invoice is booked, forwarded, or marked as a duplicate.