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Navigating the Invoice Trending Report Report
Use the report tabs to see your invoice data in different ways:
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Columns available in the By Account $ tab
Column Name | Description |
|---|---|
Type | |
Filter | |
Provider | The vendor. |
Account | The account number. |
Account Description | The client provided description. |
End Date | The last bill date for the invoice. |
Invoice Request | The column " Invoice Request" show if this vendor has a contact to ask for missing invoices .
To define a contact, clicking on the icon, edit a contact or add a new contact and make sure the " Invoice Request Notify" indicator is checked. |
Access | Displays the method of getting the invoice.
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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.
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Expected Date | Displays the day of the month the invoice is expected. |
Last Date | |
Justification | |
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.  |
Past Due | Is there a past due on the account? Yes or No. |
AP Match | Shows if the account matches the accounts payable (AP) accounts provided by the client during implementation. Hover over the icon to display the account number for the invoice. |
Monthly Trend - 6 Months | Shows the invoice amount for the last six (6) months. |
Invoice in Error | Displays a warning indicating an invoice has problems matching the Header and Details information. Click the warning to show the issue details. |
Last AW | Displays the date that the Asignet robot last checked for an invoice (if it is accessed by portal). |
Rate Run | Displays the average run rate of the invoice for the period in the trend. |
Last Comment | Click the text to view the last comment related to the invoice. |
Comment History | Click the magnifying glass icon to search the comment history. |
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. |
Access Type | How the invoice is received (EDI, manual, portal, or email). |
NDD |
Columns available in the By Account Q tab
This report provides a summary by the account quantity per vendor.
Column Name | Description |
|---|---|
Provider | The vendor. |
Account | The account number. |
End Date | Is the account closed? If yes, the closed date will be populated. |
Q Inv | The total quantity of invoices received. Click on the value to see the invoice detail in a pop-up window.  |
Monthly Trend - 6 Months | The number of invoices received for a given month. |
Total |
Columns available in the Only Inactive tab
This report is auto-filtered for inactive accounts.
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Column Name | Description |
|---|---|
Filter | |
Provider | The vendor. |
Account | The account number. |
Account Description | The client defined description for the account. |
End Date | Is the account closed? If yes, the closed date will be populated. |
Access | The invoice receipt method. |
User Login | The login used to access the portal |
Expected Invoice Status |
Shows the expectancy for the invoice. Hover over the icon to display the day of the month the invoice is expected.
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Expected Date | The day of the month the invoice is made available by the vendor. |
Days in Red | How many days the invoice is late. |
Last Date |
Columns available in the Account WF’s tab
Focus on the workflow type by using the Workflow drop-down:
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Column Name | Description |
|---|---|
Creation Date | When the account was created. |
Provider | The vendor. |
Account | The account number. |
Requestor | Who initiated an account workflow. |
Approval/Reject Date | The date when the workflow was approved or rejected. |
Status | What is the status? Approved or Rejected |
Detail | Click on the spyglass to see all workflow activity.  |