Invoices and Reconciliation Details dashboard

The Invoices and Reconciliation Details dashboard provides an in-depth analysis of the invoice reconciliation process on a specific period. The dashboard can help you gain insight on the payers that have significant effect on the invoice reconciliation process based from the identified factors in the reports. It can also help identify who is the salesperson assigned to the specific payer and the employee handling the invoice reconciliation within M3.

This dashboard can answer these business questions:

  • Which payers have the highest average invoice reconciliation days?
  • Which payers have the highest number of invoice record changes?
  • Which payers have the highest number of payment reversals?

Reports

The dashboard contains these reports:

  • Top Average Reconciliation Days by Category
  • Top Invoice Record Changes by Category
  • Top Payment Reversals by Category
  • Accounts Receivable Details

The report title for Accounts Receivable Details is disabled in the dashboard.

Filters

These standard filters are available:
  • Division (Config. 3)
  • Fiscal Period (Config. 1)
  • Customer (Config. 1)
  • Payer
  • Show N Records

Division and Fiscal Period are mandatory filters.