Managing invoices
The Manage Invoices page has nearly the same tabs as the Process Invoices page, with the addition of the Dashboard tab. The statuses of invoices for these tabs are the same, but the AP manager view will not be limited to a specific processor. Aside from monitoring invoice processes, users assigned with the manager role will be able to process invoices if needed.
To manage invoices, access AP Manager and click Manage Invoices.
Dashboard tab
On the dashboard, only invoices with a status of Unsubmitted, Rejected, PendingApproval, Approved, and SentForPayment are displayed.
Not all data displayed in the dashboard is created with cube data. Some are simply data lists.
| Panel | Description |
|---|---|
| First page | |
| Invoices By AP Processor | Sorted by amount and count. This gives information on invoices in APIA. |
| Invoices By Status | Sorted by amount and count. This gives information on invoices within the APIA system. |
| By Current Approver | Sorted by amount and count. This gives information only on invoices assigned to an individual approver. |
| Invoice Aging |
Grouped by due date on APIA invoices. This gives information on unpaid invoices in progress. Note:
Default date range includes current week and five weeks prior. |
| Second page | |
| Cash Forecasting |
Grouped by due date (current week and forward) on APIA invoices. This gives information on unpaid invoices in status. Note:
Default date range includes current week and five weeks forward. |
| Overdue Invoices | Sorted by Due Date order. This displays a list of overdue invoices. |
| Invoices With Discount Date In Next Week | Sorted by Discount Date order. This displays a list of invoices with a discount date within the next week. |
| Invoices Due In Next Week | Sorted by Due Date order. This displays a list of invoices due within the next week. |
Other tabs
For details on the other tabs, see Invoice approval process overview.