The invoice dashboard provides insights for you as a financial employee to prioritize your tasks. Monitor how the workload evolves over time and identify bottlenecks
At the top left, you can immediately see where your attention is needed. Invoices that require attention have the following statuses:
- Due
Invoices that are due today but have not been deleted or paid. - Overdue
Invoices that were due yesterday or earlier but have not been deleted or paid. - Invalid
Invoices that have been received but have validation errors. These invoices require manual adjustments before they can proceed in the process. - Manual matching
All invoices submitted based on an order or contract number but could not be automatically matched due to validation errors such as amount, quantity, or invoice date. These invoices need to be manually matched and can be approved automatically or manually depending on the validations.
Invoices due
Preview the number of invoices that will expire in the near future if no action is taken.
Source of invoices
Gain awareness of the origin of invoices. This graph shows the percentage of invoices from each source.
- KeyIn invoices: Invoices manually entered in Easy1.
- EasyExchange: Peppol invoices retrieved through our Easy Exchange system (Kickstart functionality).
- Expense: Invoices generated from expense claims submitted by your employees.
- ScannedAir: Invoices submitted to the designated mailbox and processed by our scanning and recognition software in Easy1.
New vs. Booked
See the number of invoices received in Easy1 versus the number of invoices actually booked. This graph can be displayed on a weekly or monthly basis. Click on "Weeks" or "Months" below the graph to switch between the views.
In the example above, you can see the number of newly received invoices per week over the past four weeks. In this example, no invoices have been booked in the past three weeks.
Document status
Get an overview of the number of invoices with specific statuses. In this diagram, you can see the following invoice statuses:
- Draft: The invoice requires a manual action such as coding or submission before proceeding in the process.
- Received: An automatic step where data from the received document is extracted and converted into a digital invoice for further processing.
- Valid: The software determines the appropriate process, such as matching or manual processing. No action is required from your side.
- Invalid: When the scan & recognition software (OCR) is not fully confident in the recognized data, or when the invoice does not meet validations, such as a duplicate invoice. The software prompts you to review these details.
- Matching: This category includes manually and automatically matched invoices, as well as invoices that have already been matched. These invoices can be matched to purchase orders or contracts with payment plans.
- Waiting for approval: All invoices awaiting approval and rejected invoices.
- Authorized for payment: Invoices that have been approved for payment, pending bookings, and failed bookings.
