Accounts Payable Dashboard Reports

The BuyerQuest Accounts Payable Dashboard offers Invoice metrics for users whose permissions Enable Analytics.

Invoice Reports Available from the Accounts Payable Dashboard

The Accounts Payable Dashboard, available as a Home Page widget in the BuyerQuest Marketplace, offers Invoice Reporting from the GoodData Business Intelligence application. Properly permissioned users have access to the Reports icon in the dashboard and the Invoice reporting module that is accessed from the icon.

Invoice Reports  

Clicking the Reports icon displays the Good Data Reporting > P2P Payables Analytics tab and the available reports for invoices. 

1. Reports may be specified by Date and Supplier. Use the drop downs to select date and one or more suppliers. 
2. The Payable Snapshot reports the Total Number of Invoice Lines, the Total Invoice Amount, and the Total Unpaid Invoices amount for the Date and Supplier specified.
3. The PO Liability Report displays a graph showing Total Paid Invoices and Total Unpaid Invoices by Supplier.
4. The Invoice Aging Report displays a graph showing Invoices at age milestones: more than 30, 60, 90, and 120 days.
5. The Invoice Accruals by Supplier report displays a graph showing total of unpaid invoices by Supplier. 
6. Use the Back button to return to the BuyerQuest Marketplace. 

Configure Reports and Export Data 

Configuration and Export of AP Dashboard Reports are available from the icons in the upper right corner of the Reports.

1. The Default View may be created and saved.
2. Configure the time, content, and frequency for emails sent by the Reports Module by clicking on the Clock icon. 
3. Prepare a printable PDF by clicking on the Printer icon. 
4. Edit the report or export to PDF or spreadsheet format by clicking on the Wheel icon.

Configure Report Emails

Configure the time, content, and frequency for emails sent by the Reports Module by clicking on the Clock icon.

1. Choose the Accounts Payable Dashboard tab for the Report. 
2. Choose the frequency of the emailed report -- Daily, Weekly, or Monthly.
3. Choose the time the emailed report is sent.
4. Define the optional custom subject and message, if needed.
5. Schedule the email. 

Edit or Export Invoice Reports

The Wheel icon allows the user to edit and export Invoice Reports.

Edit opens the report in an editable mode and allows adjustments to headings and content in the Payable Snapshot and the Reports. 

Export to PDF and Export to XLSX are available, with configurations available for XLSX format. 

See Documentation Topics:

Accounts Payables Dashboard

User Permissions (ACL)

Business Intelligence Overview and Configuration