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Review purchases and due dates

Filter by period or provider and find missing or pending information. This article is for managers working within their team or management scope.

Contents

Before you begin

The Purchase invoices area brings together documents received from providers. You can record their amount and dates, retain the original file, and later find them by period or provider.

This section is a straightforward register of received documents: it does not break invoices into lines or taxes and does not support partial payments. Record the total you need to consult and use notes for additional context.

Warning

This guide explains how to use Talento. Ask your accountant which documents and amount to record and how long to retain them.

Search by period or provider

In Purchase invoices, you can filter by:

  • a predefined period or custom date range;
  • provider.

Use the period to review purchases for a month or quarter and the provider to review the complete relationship with one business. The summary in the list helps you interpret the visible set.

Pay particular attention to invoices with upcoming due dates and those without a paid date or attached document.

Result

You can confirm the result in the team view or in the status described in the steps above.

Common problems

If an option is missing, it may depend on your permissions, active modules, or company configuration. Ask an administrator to review your access; you do not need to repeat the task or choose an unrelated alternative.