AP dashboard

AP dashboard

The AP dashboard consists of KPIs for these metrics:

  • Open AP Amount
  • Invoice Amount
  • Payment Amount
  • Discount Offered
  • Discount Taken
  • Discount Lost
Note: The arrow trend indicators in this dashboard compare the current year to date (YTD) with the last YTD. If a filter is changed to another year, then the KPI values and trend indicators compare the selected year to its previous year.

Reports:

  • Payments and Purchases by Month
  • Invoice Aging
  • Top Payments and Purchases by Vendor
  • Open Payables by Vendor
  • Top Vendor by AP Balance

Filters:

  • Vendor Name
  • Company ID
  • Invoice Year (Default value = Current Year)
  • Year/Quarter
  • Year/Month
  • Transaction Type (Default value = Invoice)
  • Vendor Type
  • Vendor #