Dashboards

Some users accessing FSM in Infor OS Portal can perform tasks by accessing dashboards. The dashboard is a menu structure that improves the navigation within the Payables application.

This table contains the tasks that you can perform from the dashboards in Payables:


Dashboard	Description	Process	Steps
Invoices	For creating, releasing, and managing invoices	Create an Invoice	See Creating Payables invoices
		Create and Release	See Payables distribution search See Payables search See Searching for totals spent by vendor
		My Invoices	See Invoice approval tabs
		On Hold	See Viewing on hold invoices
		Out Of Balance	See Invoice approval tabs
		Processing in Background	See Invoice approval tabs
		Commitments	See Search invoices dashboard
		Invoice Invoice and Distributions	See Invoice approval tabs
		Vendor Invoice Number Amount Invoice Date Status Match Invoices Filter	See Search invoices dashboard
		Journalize Distributions	See Journalizing distributions
		Mass Retainage Payment Adjust	See Payables and Match standard application reports and lists
		Mass Invoice Release Preview	See Releasing invoices enmasse
		Mass Invoice Release	See Releasing invoices enmasse See Payables search See Payables and Match standard application reports and lists See Searching for totals spent by vendor
		Mass Update Invoices On Hold	See Payables search See Logic used to select invoices for payment See Payables and Match standard application reports and lists See Searching for totals spent by vendor
		Proof Of Delivery Notification	See Payables and Match standard application reports and lists See Proof of delivery processing
		Request New Invoice Payment	See Requesting approval for new invoice payments
		Rejected Amended Cancelled	See Invoice approval tabs
		Bills Of Exchange	See Managing BOE entries
		Processing	See Creating BOE payments See Generating BOE payments See Creating BOE cashing statements See Updating BOE bank statements See Processing BOE cashing updates See Updating cashed and dishonored BOEs
		Journalize Preview	See Processing BOE distribution posting
		Aging	See Invoice approval tabs
		Open Commitments	See Search invoices dashboard
		Voucher References	See Viewing voucher reference summary reports
		Invoice	See Viewing invoice audit history
		Distribution	See Viewing distribution audit history
		Payment	See Viewing payment audit history
Payments	For processing cash and payments	Create Payment Clearing Files	See Creating a payment clearing file
		Create Electronic Payments	See Creating electronic payment files
		Payment Close Old	See Close cash payment cycles
		Create Cash Payment Register	See Creating cash payment registers
		Payment Void Stop Pay Update	See Updating payment void stop pay
		Update Paid Invoice Projects	See Updating paid invoice projects
		Current	See Viewing cash requirements results See Starting cash requirements
		Historical	See Viewing historical cash requirements results
		Templates	See Creating cash requirements templates
		Payables Forecasting	See Payables forecasting
		Direct Forecasts	See Loading direct forecast data See Creating direct forecasts
Vendors	For managing vendors and performing vendor-related actions	Suppliers	See Strategic Sourcing User Guide
		Subcontractors	See Supply Management Setup and Administration Guide
		Messages and Dialog	See Contract Management User Guide
		Supplier and Vendor Comparison	See Strategic Sourcing User Guide
		Statements	See Vendor statements
		Payables to Receivables Interface	See Manage vendors
		VAT Validation	See Manage vendors
		Comments	See Drill Around
		Spend	See Searching for totals spent by vendor
		Vendor Payments	See Viewing vendor payment history
		Vendor Template	See Creating vendors from templates
		Vendor Location Address	See Manage vendors
		Rebuild Balances	See Payables and Match standard application reports and lists
		Merge Vendor	See Payables and Match standard application reports and lists
		Update Process Group	See Payables and Match standard application reports and lists
		Mass Vendor Update	See Updating vendors enmasse
		Delete Vendor	See Payables and Match standard application reports and lists
		Copy Vendor Group	See Payables and Match standard application reports and lists
Tax and Income	For processing tax and income documents	Payables	See Searching and viewing reportable income
		Non Payables	See Searching and viewing non Payables reportable income adjustments See Creating non Payables reportable income adjustments
		Combined	See Creating combined reportable income reports
		US 1099 Output	See Viewing reportable income output files
		Create US 1099 Output Files	See Creating 1099 tape
		Analysis	See Creating tax analysis reports
		Identification Notifications	See Creating tax identification notifications
		Create Transaction Conversions	See Creating tax transaction conversions
		Reconciliation	See Reporting on tax period amounts by period
		Identification Output Files	See Viewing tax identification CSV output files
		Tax Transactions	See Creating tax transactions See Inquiring on tax transactions See Manually updating or deleting tax transactions
		Vendor Payments	See Creating vendor payment reports
		Paid Accrued	See Global withholding
Period End Close	For closing a period or year end	Step 1 - Update Recurring Invoices	See Payables and Match standard application reports and lists
		Step 2 - Post Match Discounts	See Payables and Match standard application reports and lists
		Step 3 * - Journalize	See Journalizing distributions
		Step 4 - Calculated Unrealized Gains and Losses	See Payables and Match standard application reports and lists
		Step 5 * - Invoice Accrual Reconciliation	See Payables and Match standard application reports and lists
		Step 6 * - Close Payables	See Closing periods
		Payables History Purge	See Payables history purge
		Invoice Processing Statistics	See Payables and Match standard application reports and lists
		Bank Account Payment History	See Payables and Match standard application reports and lists
		Create Vendor Statements	See Vendor statements
		Vendor Balance Year End	See Closing year-end
		Intrastat Data Report	See Generating the Intrastat data report
		Invoice Data Archival	See Payables and Match standard application reports and lists
		Unmatched Invoices	See Payables and Match standard application reports and lists
		Step 1 - Create Journal Files Step 2 - Purchasing and Sales Journal Step 3 - Purge Journal Details	See Creating a purchasing and sales journal
Interfaces	For importing invoices and other documents from non-Infor sources to Payables and Match	Invoices	See Creating document invoice interfaces See Processing document invoices
		Results	See Viewing the results of document invoice interfaces
		Invoices	See Creating invoice interface records See Importing invoices
		Results	See Viewing invoice interface results
		Interface Invoices for Selected Run Groups	See Importing invoices for selected run groups
		Invoices Results Interface Match Invoices Interface Match Invoices for Selected Run Groups	See Match User Guide
		Invoices Results	See EDI for Supply Management User Guide
		Vendors	See Creating vendor and vendor location interfaces See Importing vendor records
		Balances	See Creating vendor balance interfaces See Importing vendor balances
		Addresses	See Creating vendor address interfaces See Importing vendor addresses
		Results	See Viewing vendor interface results
		Outstanding	See Creating outstanding headers See Importing expense report invoices
		Processed	See Maintaining processed headers
		Outstanding Details	See Creating outstanding details See Importing company expense postings
		Processed Details	See Maintaining processed details
		Results	See Viewing the results of Expense Management interfaces
Administration	For performing administration tasks in Payables for setup, tax, and other utilities	Vendor Groups Vendor Classes Vendor Class Groups Pay Groups Process Groups Cross Reference Vendors Companies Process Levels Reportable Income Groups Standard Comments Payment Terms Invoice Assignment Rules Resources Teams Invoice Routing Rules Invoice Approval Codes Invoice Approval Code Groups Invoice Routing Categories Invoice Approval Roles Update Invoices Requiring Approval Custom Groups Approval Categories Invoice Accrual Discount Distribution Hold Bill Of Exchange Accrual Authority Contact Diversity Certification Income Codes Withholding Codes Secondary Codes Vendor Codes Categories Scales	See Financials Setup and Administration Guide
		IDM Templates Sample Document Templates Payment Output File IDM XML IDM Printers IDM Jobs	See Document Output Management for Infor Financials and Supply Management User Guide See Financials Setup and Administration Guide
		Global Location Numbers Action Reasons EAM Account Overrides Configuration Credit Card Vendors Expense Types Document Management Interface Rules	See Financials Setup and Administration Guide
		Calendars Entities Rates Product Tax Category Manage Configuration Parameters Tax Tax Usage Entity Tax Foreign Economic Regulatory ICN HSNSAC Tax Identification Global Document Global Line Information Calendar Periods Nature Of Transaction Codes Port Codes Statistical Procedures Units Of Measure Data Report	See Tax User Guide
		Configuration Configuration Versions Lookup Results	See Vertex Tax Engine Setup and User Guide
		Report Maintenance Tax Usage Codes Calendar Periods EU Sales List Tax Codes Return Report EC Sales Report Journal File Create Journal Detail Purge	See Tax User Guide
		Update Analytic Cube	See Payables and Match standard application reports and lists
		Load Direct Forecast	See Loading direct forecast data
		Mass Update Invoices On Hold	See Payables search See Logic used to select invoices for payment See Payables and Match standard application reports and lists See Searching for totals spent by vendor
		Mass Retainage Payment Adjust	See Payables and Match standard application reports and lists
		Proof Of Delivery Notification	See Payables and Match standard application reports and lists See Proof of delivery processing
		Pay Group Update	See Payables and Match standard application reports and lists
		Populate Spend Category Detail	See Populating spend category detail
		Update Invoice Text Search	See Updating invoice text search
		Rebuild Vendor Balance Merge Vendor Mass Vendor Update Vendor Deletion Copy Vendor Group Update Process Group	See Payables and Match standard application reports and lists
		Build	See Payables search See Searching for totals spent by vendor