Invoice dashboards and reports

Reports and charts are available in the dashboards related to payables invoice and can be found under the Invoices dashboard collection.

All detail reports with hierarchy are collapsed to show the highest level only. To view more details, click the expand button.

Open Invoices

This list shows the available reports:

  • The Open Invoice Amount by Vendor is a pyramid chart based on open AP invoice amount for each vendor sliced by invoice amount, lowest to highest (lowest at the top of the pyramid).
  • The Open Invoice Amount by Due Date is a pyramid chart based on open payables invoice amounts grouped by due date, highest to lowest. (highest at the top of the pyramid).
    Note: Clicking vendor or due date in Open Invoice Amount by Vendor or Open Invoice Amount by Due Date redirects you to the Open Invoice detail dashboard.
  • The Open Invoice Amount report is a listing of open invoices with details of company, invoice date, invoice, purchase order date, match status, invoice type, status, authority code, terms code, due date, invoice functional amount, open invoice amount, and open invoice count.

Open Invoice Detail

This dashboard has the Open Invoice Detail report which provides the supporting detail for the Open Invoices dashboard. The detail of open invoices include information such as status, due date, match status, vendor number, auto approved, authority code, invoice, purchase order, batch number, invoice date, distribution date, invoice type, vendor return, terms code, bank transaction code, invoice source, contract rebate contract, contract rebate due, service only invoice, service contract, operator, and cash code. The measures include Invoice Currency Amount, Invoice Functional Amount, and Open Invoice Amount.

Vendor Diversity

This list shows the available reports:

  • The Invoice Amount by Diversity Code report is a column chart that displays total invoice amount by diversity codes. Clicking one of the diversity codes in the chart filters the Vendor Invoices report as by that diversity code.
  • The Vendor Invoices report displays values in the Invoice Amount by Diversity Code chart. Invoices are listed by vendor, diversity code, company, invoice, invoice type, invoice source, process level, operator, authority code, invoice date, due date, reference number, status, due date, match amount, invoice currency amount, paid amount, and open invoice amount.

Payables Invoice Payments Due

This list shows the available reports:

  • The Invoiced Payments Due report displays open invoice amounts by year and month.
  • The Payables Invoice Payments Due report lists payments due with due date. details include vendor, company, process level, invoice, invoice type, match status, match process type, match level, status, match amount, distribution amount, transaction total, invoice currency amount, and open invoice amount.

Match Statistics

This list shows the available reports:

  • The Existing Invoice Status Period Over Period report is a stacked bar chart that shows the status of invoices in a time series for comparison, period over period.
  • The User Match Statistics is a detail report showing statistics by operator in the invoice match area. details include operator, buyer, company, invoice count, invoice source, authority code, invoice type, invoice date, supplier group, supplier, vendor number, invoice, match status, status, invoice functional amount, invoice currency amount, amount paid, matched AOC amount, tax amount, retainage amount and open invoice amount.

Invoice Cross Reference to Payment

This dashboard has the Invoice Cross Reference To Payments which is a detail report showing the invoices and payments for those invoices. Details include vendor, company, process level, purchase order, invoice date, invoice, source, status, due date, check date, transaction number, payment method, payment status, currency and functional amount.

Invoices by Status

This list shows the available reports:

  • The Invoice Status report is a pie chart that displays the invoice count by Invoice Status.
  • The Invoices by Status is a detailed report that listing invoices by status. It shows year, year/month, status, vendor number, company, invoice date, invoice, invoice type, operator, invoice currency amount, invoice functional amount, invoice count, open invoice amount, open invoice count, and match amount.

Invoice Action Duration

This list shows the available reports:

  • The Action Duration – Rolling 12 Month chart displays a rolling 12-month trend of the invoice action duration by days.
  • The Top 5 Routing Codes by Max Action Duration chart displays the top five routing codes by maximum invoice action duration.
  • The Action Duration by Update Date is a detailed report that displays the invoice action duration days by employee, routing code, company, vendor and invoice.

Invoice Approval Cycle Duration

This list shows the available reports:

  • The Payables Invoice Approval Cycle – Rolling 12 Month chart displays a rolling 12-month trend of the invoice approval cycle duration by days.
  • The Top 5 Routing Codes by Max Approval Cycle Duration chart displays the top five routing codes by maximum invoice approval cycle duration.
  • The Action Duration by Update Date is a detailed report that displays the invoice approval cycle duration days by routing code, company, vendor and invoice.

Invoice Messages

This list shows the available reports:

  • The Invoice Messages by Type chart shows invoice messages by type.
  • The Invoice Messages by Status displays invoice messages by status.
  • The Invoice Messages by Buyer report shows details about the Invoices and messages, with buyer and message status.