The Invoice Pending Dashboard is a powerful interactive report that provides you the ability to monitor invoice activity, immediately locate accounts that need updated credentials, and see the status of late or missing invoices - plus you can see a cost trend of the last six months for the account.

How to access the Invoice Pending Dashboard

Go to the Expense Management module.
Click on Reports.
Expand the category Operational Reports.
Click on Invoice Pending Dashboard.

Navigating the dashboard

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

Reviewing the By Validation Type tab

What type validation was triggered for the invoice? You can quickly see the data points for each category. Each of these categories correlates with the report detail tabs below.

Validation Type	What it means…

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 expecting manual data entry processes 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.

Reviewing the By Access Type tab

This summarizes the total number of invoices pending actions and then by the invoices' the primary receipt method. You can quickly see the data points for each category. Each of these categories correlates with the report detail tabs below.

Access Type	What it means…

Access Type	What it means…
Total Pending	The total number of pending invoices, regardless of receipt method.
Portal	The number of invoices expected via the vendor’s portal.
Email	The number of invoices expected via email.
Manual	The number of invoices expected via manual processing by Asignet.

Navigating the report detail for By Validation Type

When you are interacting with the dashboard on the By Validation Type view, the 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.

Navigating the report detail for By Access Type

When you are interacting with the dashboard on the By Access Type view, the 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.

Columns available for the detailed reports

Column Name	Description

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 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.