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The Invoice Trending Report page presents a list of all accounts in scope for the client, showing account related information as well as a spend trend of the last six months for the account, based on the current month.

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The invoice expectancy legend identifies the status of the expected invoices.

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  • The green check mark indicates OK.

  • The amber check mark indicates Soon.

  • The red triangle indicates Pending.

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In each column, there is information or a link that displays different views of the spend.

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  • From: Select the specific start month from drop-down list.

  • To: Select the specific end month from drop-down list.

  • Country: Select the specific country from drop-down list.

  • Vendor: Select the specific vendor from drop-down list.

  • AP: Select the specific AP match from drop-down list.

  • Expected Invoice: Select the specific expected invoice status from drop-down list.

  • Access: Select the specific access method from drop-down list.

  • Account Status: Select the specific account status from drop-down list.

Click Search to display list.

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The list can be exported to a spreadsheet by clicking the XLS icon.

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New Account

Click New Account to open a new window to add an account.

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The list can be exported to a spreadsheet by clicking the XLS icon.

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