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
