1. Record the invoice
Add the invoice number, customer, amount, legal entity, portal, dates, and responsible teammate.
INVOICE OPERATIONS FOR SUPPLIER TEAMS
Supplier invoice tracking for portal-based workflows.
Portal Ledger is shared invoice tracking software for suppliers who work across customer portals. Keep portal links, submission status, due dates, supporting documents, and team follow-ups together.
HOW IT WORKS
Track supplier invoices from submission to payment.
Record each invoice, save customer portal details, update the status, and keep the next step visible. Your team submits invoices through customer portals; Portal Ledger tracks the work around that process.
2. Open the right portal
Keep portal URLs, payment terms, and submission requirements in one directory.
3. Track and follow up
Record submitted, needs info, approved, processing, rejected, or paid and keep follow-ups visible.
4. Close the loop
Attach supporting documents and record payment status so the team can find the invoice history later.
SUPPLIER INVOICE WORKFLOW
Customer portal invoice tracking in one workspace.
Keep the coordination between invoice submission and payment visible to the people who manage it.
Invoice status tracking
Keep amount, dates, portal reference, legal entity, notes, and payment progress with each record.
Customer portal directory
Save portal links, payment terms, and submission requirements. Portal passwords are not stored.
Document attachments
Attach and open supported PDF, PNG, and JPEG files from tracked document records.
Team permissions
Separate owner, admin, accountant, and viewer roles, with important workspace changes recorded.
FOR SUPPLIER FINANCE TEAMS
Clear handoffs across invoice operations.
Owners control workspace settings. Admins organize records and members. Accountants update invoice work. Viewers review and export.
PRIVATE WORKSPACE
Keep supplier records inside your workspace.
Only invited members can access workspace records. Role-based permissions and activity history help teams understand who can make changes.
FAQ
What Portal Ledger does—and doesn’t do.
Does it submit invoices to customer portals?
No. Your team submits invoices in each customer’s portal, then records the status and reference here.
Does it replace accounting software or process payments?
No. It tracks invoice operations and follow-ups; it does not move money, file taxes, or replace accounting software.
Can I open attached documents?
Yes. Open supported PDF, PNG, and JPEG files from their document records.
Can all users change the currency?
No. The workspace owner controls currency settings; existing invoices keep their recorded currency.
Know the next step for every invoice.
Start with your supplier workspace, add customer portals, and invite your team.