The Transactions module has four tabs to help you track, identify, and flag potential invoice issues:
Dashboard - Transactions: Read reports on your transaction history and invoice issues
Duplicate Invoices: Review, manage, and resolve duplicate invoices
Invoice Errors: Review, manage, and resolve invoice errors
All Invoices: View and search all invoices in your account
Note: Each tab enables you to export the displayed information as an .xlsx file.
Dashboard - Transactions
The Dashboard includes an overview of your account transactions and reports on your invoice activity. Each report provides insights into your transaction history or invoice issues, so you can quickly identify, prioritise, and resolve problems in your account.
You can use the Library option to personalise the Dashboard, and add custom or templated reports for various types of activity such as:
Amount of invoice errors
Payment Key Performance Indicators (KPIs)
Missed Invoices
To drill down on report data, click a chart or KPI value in the report. Depending on the report, this opens a filtered view of the Duplicate Invoices or Invoice Errors tab.
Each report includes a “more” icon in the upper-right corner. This enables you to pin, save, and download the report.
To learn more, see Dashboard - Transactions Overview.
Duplicate Invoices
The Duplicate Invoices tab contains a table of potential duplicate invoices in your account, which includes basic information about each invoice, such as date, vendor, division, and more. This feature helps you pinpoint duplicate transactions, to avoid multiple payments on the same invoice, saving you time and money.
You can use the Duplicate Invoices tab to:
Identify potential duplicate invoices
Assign users to investigate potential issues
Leave comments for reviewers
Flag invoices for further review
You can manually adjust the table columns or filter the displayed invoices, to ensure the results are easy to locate, read, and understand. To learn more, see Overview of the Duplicate Invoices Tab.
Invoice Errors
The Invoice Errors tab displays a table of potential errors within your invoices, which you can flag and assign to reviewers. You can add, reorganise, and remove most columns in the table.
However, the following columns can’t be removed:
Assigned User
Closed Date
Error Type
Internal Ref.
Invoice Amount
Invoice Date
Invoice Error Classification
Invoice No.
Posted Date
Recovery Status
Risk
Vendor No.
Each row contains basic information about the listed error (e.g. invoice date and vendor), and more advanced analytics such as the level of risk each error poses to your account. To learn more, see Overview of the Invoice Errors Tab.
All Invoices
The All Invoices tab displays all invoices submitted to Xelix for analysis, and enables you to view, filter, and search invoices.
Note: This view is read-only, so you cannot update, flag, or edit displayed information. To learn more, see Overview of the All Invoices Tab.
