Invoice Workflow Count

Modified on Thu, Feb 15 at 11:42 AM

This report provides a detailed breakdown of the invoice count and dollar value at different workflow stages to identify potential bottlenecks in the AP workflow.

Filters

Filter

Description

Group

Group of locations to run a report on

Select “All” from the group dropdown to run the report across all groups

Location

Select a Group, then choose a specific location or choose "All" from the Location drop-down

Invoice Date

Choose a pre-filled date range or set a custom date range

Uploaded Date

Choose a pre-filled date range or set a custom date range

Vendor ID

Invoices from a specific vendor


Field Description

Field

Description

Group

Location group

Location

Location name on the invoice

Needs Attention

Count of invoices in “Needs Attention”

Needs Attention ($)

Dollar value of invoices in “Needs Attention”

Pending Approval

Count of invoices in “Pending Approval”

Pending Approval ($)

Dollar value of invoices in “Pending Approval”

Approved

Count of invoices in “Approved”

Approved ($)

Dollar value of invoices in “Approved”

Vendor ID

Accounting Vendor ID from your accounting system


Access Model

Category: Accounts Payable

Available to users as a standard report across all plans

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