Dashboard

At-a-glance invoice intake status and client workload.

Total Invoices — latest records loaded
Pending Review — waiting to parse or approve
Processed — ready for DMS posting
Exceptions — need attention

Clients

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Clients

Manage clients. Invoices are auto-matched to a client when the sender's email or WhatsApp number matches the details below.

Add New Client

All Clients

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Client Name Email Intake Address WhatsApp DMS Invoices Added
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All Invoices

Browse all invoices across clients, or select a client to filter.

Upload Invoice

Filters

Invoices

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File Client Source Sender Classification Review Date
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Invoices

Select a status tab above

Select an invoice to preview

Select an invoice to view details

Conversations

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Select a conversation

Awaiting Replies

Invoices where we have asked a dealership for a stock number or rego and are still waiting on the answer. Grouped by dealership, longest waiting first.

Users

Dashboard logins. Only add accounts for people who should see client invoices, conversations and DMS credentials.

Billing

Stock numbers posted to EasyCars. Each is billable once, in the month it was first posted for that client.

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