Overview
The Statements dashboard offers a variety of pre-built reports designed to facilitate the statement reconciliation process. At Xelix, we simplify this for you by providing key performance indicators (KPIs) that are essential for effective tracking. The available KPIs include:
Clean Match Rate
Missed Invoices
Amounts Mismatch
If you wish to create additional reports, please follow the steps outlined in the Reporting module guide.
It's important to note that your dashboard is customised to your account.
Consequently, any charts you create will not appear on anyone else's dashboard. If you want to share a report, reach out to customer support by submitting a ticket here, and they will be able to assist you.