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There are two tabs at the top of the dashboard that allow you to toggle between two views:

Reviewing the By Validation Type tab

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Validation Type

What it means…

Drop Account

The account is no longer on the portal - it appears to have been dropped.

User & Password

The portal credentials are not working as expected.

Pending Email

Asignet is waiting for the invoice to arrive via email.

Pending in Portal

Asignet is waiting for the invoice to be posted to the vendor’s portal.

Manual Invoice Pending

Asignet is performing expecting manual data entry to process the invoiceprocesses to complete for paper invoices.

In Process

The number of invoices activity in-process of being retrieved and loaded.

Lack of Configuration

There are portal configuration items that are preventing a successful invoice retrieval.

Unclassified

An invoice did not fall into one of the above categories.

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When you are interacting with the dashboard on the By Validation Type view, the detail detailed reports below give you the list of accounts that meet the specific validation criteria. Select the appropriate report tab to refresh the account results.

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When you are interacting with the dashboard on the By Access Type view, the detail detailed reports below give you the list of accounts that meet the specific invoice receipt method. Select the appropriate report tab to refresh the account results.

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Columns available for the detailed reports

Column Name

Description

Provider

The vendor of the invoice.

Account

Click on the account number to see the account record. You can edit account fields in this pop-up window, such as description, vendor ID, remit ID, and GL definition.

Account Description

The client provided description for this account. You can click on the Account Number to modify the description, if needed.

Access

Displays the method of getting the invoice.

  • The envelope icon indicates received by receipt via email.

  • The link icon indicates the invoice was downloaded automatically by portal.

  • The hand icon indicates the invoice was entered manually. For example, a scanned image that is not an original PDF and cannot be parsed.

User Login

Displays the login ID for the invoice.

Expected Invoice Status

Shows the expectancy for the invoice. Hover over the icon to display the day of the month the invoice is expected.

  • The green check mark indicates OK.

  • The amber check mark indicates Soon.

  • The red triangle indicates Pending.

Days in Red

How many days has the invoice been considered “missing”?

Expected Date

Displays the day of the month the invoice is expected.

Q Invoices

This is the number of invoices processed for the account. Click the number to display a list of all invoices processed in a pop-up window.

Image

The robot will take a picture of the portal, if an error is encountered during invoice retrieval.

ATD - Status

What is the status of the invoice? Typically reflects the validation type (i.e. lack of configuration).

ATD - Modified User

The last user to modify the record.

ATD - Modified Date

The last date the record was updated.

ADT - Comment

Comments made by the Asignet user modifying the record.

Monthly Trend - 6 Months

Shows the invoice amount for the last six (6) months.