Dashboards

My Home

*coming soon

Analytics

• Service Inventory

• Invoice

• Ledger Allocation

• Savings

• Mobile Summary

Opens various reports / dashboards built on Microsoft Power BI reporting framework.

Orders

Wireless

You’ll see all your mobile orders and can create new requests. The new requests will be in the CLM7 format - which is great because the ordering steps are simpler and easy to follow.

Wireline

You’ll see all your wireline orders and can create new requests. The new requests will be in the CLM7 format - which is great because the ordering steps are simpler and easy to follow.

Reports

Vendor Summary

New! This is a new report page from CLM7.

Vendor Summary is your default landing page and provides a summary of expenses by vendor in a Card or Grid view. From this page you can access,

• The corporate names associated with the vendor

• Invoices received for the given month

• Accounts approved for processing

• Billing Items & Cost Groups that appeared on the invoice for the given month

Dashboard

New! View our standard dashboard-type reports created with Microsoft Power BI.

Invoice Trending Report (ITR)

New! This report gives you a live invoice processing report, tied to your account service level agreement (SLA), and past due balances.

Inventory

Wireless

Review your wireline inventory. For all the accounts where portal access is provided, Asignet is able to perform regular inventory data refreshes, which is typically daily. We extract the inventory data from each of your vendors and present the data in a standardized format. Otherwise, we will use data from your invoice to automatically create your inventory in the platform. We can also load data via an MDM integration (like with Intune or AirWatch).

Wireline

Review your wireline inventory. For all the accounts where portal access is provided, Asignet is able to perform regular inventory data refreshes, which could range from daily to monthly. We extract the inventory data from each of your vendors and present the data in a standardized format. Otherwise, we will use data from your invoice to automatically create your inventory in the platform.

Invoices

Inbox

Its your invoice data and approval setup, but reflected in the CLM7 version of the Inbox.

Paybox

Its your invoice data, but reflected in the CLM7 version of the Paybox. A noticeable different is that you will manually create your AP Export file in a page called “Custom Financial Report”“AP Process”.

*If your AP Export is automated, we will continue deliver the files at the set frequency established in CLM6.

Archive

Its your invoice data, but reflected in the CLM7 version of the Archive.

Audit

Audit Summary

New! Since CLM7 auto-builds your inventory based on the invoice and supplemental vendor reports, this opens Contract Compliance.

The Contract Compliance module presents analysis information comparing the contracted rates to the actual billing rates for a given month. In order to have an effective audit each month, we need to have your vendor contracts uploaded in the platform and billing elements mapped to the contracted rates via the Contracts module; the savings output of that is captured in the Contract Compliance tool.

Savings

Tracker

*coming soon

Administration

Accounts

Manage your account records in this module.

Entitlement Groups

*coming soon

Employees

View the employee records that have been created in the platform.

Organizations

CLM7 creates an organization structure based on roles and manager hierarchy that appear in the HR Feed.

Locations

Manage the location records that have been created in the platform.

Ledger Codes

Manage your complete GL Strings (a unique combination of ledger parts) and perform GL Code updates.

Contracts

Add and modify your company contracts, which includes mapping contract rates with specific services or line items.

Contacts

View and manage your vendor contacts.

Users

View and manage your platform users.

Configuration: Approvals

Manage your approval hierarchy setups.

Configuration: Rules

Manager your invoice validations.

Configuration: Invoice Break Thresholds

Determine your variance thresholds that are used in the invoice validations.

Integrations

Import/Export

Complete bulk data changes for specific areas on the module.