4 Profile List

4.1 Overview ¶

The profile list shows all processing profiles with their key data. Double-clicking an entry opens the profile settings (see chapter 8). Multi-selection is supported - the toolbar actions (activate, deactivate, remove, catch up) then apply to all selected profiles.

4.2 Columns ¶

Column	Content
Active	Checkbox for switching the profile on/off directly (saved immediately)
Name	Profile name. If an active profile would never do anything (no monitored folder or no active task), a yellow warning symbol ⚠ appears in front of it - the tooltip explains why.
Mode	Short form of the processing mode: "XML", "PDF", or "XML from PDF" (see chapter 8.7)
Created/Modified	Time of creation or last modification
Last run	When the profile last processed a file in a regular run; "-" if never. If an active profile has not processed any invoice for longer than its period, an orange-red warning symbol ⚠ with a tooltip appears in front of it (from version 2.3.0 on, see chapter 40.6.7).
Caught up	When catch-up processing last completed for the profile, followed by the caught-up period in parentheses - e.g. "7/12/2026 4:30 PM (7/1/2026 - 7/12/2026)", or "(unlimited)" without a period restriction (see chapter 60.2)
Monitored folders	Number and paths of the monitored folders
Comment	Free-text comment from the profile settings

All times are shown in local time. Columns can be sorted by clicking the column header, and their width can be adjusted. When sorting, activated profiles always stay at the top: the clicked column only sorts ascending or descending within the active and inactive groups.

4.3 Color highlighting ¶

If a profile color is enabled in the profile settings (see chapter 8.6), the row is highlighted in that color. This makes it easy to distinguish, for example, profiles of different departments at a glance.

4.4 Context menu ¶

Entry	Function
Edit…	Opens the profile settings of the selected profile (same as double-clicking)
Select all	Selects all visible profiles
Select none	Clears the selection
Invert selection	Inverts the current selection
Export profile…	Exports the selected profiles to a JSON file (see chapter 60.4); disabled while no profile is selected

4.5 Getting-started card ¶

As long as no profile exists, the getting-started card appears in place of the log list, with a quick guide and the Set up demo button (see chapters 1.4 and 50.3).

4.6 Notice "Processing overdue" ¶

If one or more active profiles have not processed any invoice for longer than their period, a wine-red bar appears below the profile list, e.g. "1 profile had no regular processing within the period - click here for details" (from version 2.3.0 on, see chapter 40.6.7). A click selects the first affected profile and opens the Processing overdue window. For each profile, it lists the days since the last match, the period and the time of the last match. If the match comes from catching up, "(invoice date, caught up)" follows; a profile without any match shows "never (profile created/modified on ...)".

Button	Function
Open profile…	Opens the profile settings of the selected profile on the General page with the period (also by double-clicking the row)
No warning for checked profiles	Sets the period of the checked profiles to No warning - highlighting and email are permanently off for them. For profiles that only rarely receive invoices, a longer custom period is the better choice.
Close	Closes the window

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Related topics ¶

• Chapter 3 - Profile Toolbar
• Chapter 8 - Profile Settings
• Chapter 8.6 - General