The Auto AP Invoice Review Dashboard is designed to help with the processing and review of AP invoices ingested through Kofax.
The dashboard can be found here:
The dashboard shows all non-complete ingested invoices and all complete ingested invoices from the beginning of last month.
The main data tab contains three sub-tabs:
Requires AP Action: Invoices that require intervention from the AP Team.
Open Buyer Reminders: Invoices that require intervention from Buyers, who have been sent an email reminder.
Open Supplier Reminders: Invoices that require intervention from Buyers, who have been sent an email reminder.
Fields with "(u)" after their name are updatable. Clicking the save button will update these changes.
Clicking the view checkbox will show the selected record in the tracker view.
Fields with "(u)" after their name are updatable. Clicking the save button will update these changes. To process with any modifications tick the Reprocess checkbox, the record will be processed in the next scheduled run.
The processing log tab shows a log of the automated actions that have been performed with selected dashboard record.
The PDF Invoice tab shows the ingested pdf associated with the dashboard record in SharePoint.
