The Transactions Dashboard displays reports for high-level invoice issues in your account, so you can identify, prioritise, and resolve invoice problems as they occur.
By default, the Transactions Dashboard displays the following reports:
Invoice Errors Pending: Number of invoices with errors awaiting resolution
Duplicate Invoice Pairs Pending: Number of potential duplicate invoices awaiting resolution
Duplicate Invoice Pairs Amount: Amounts owed for duplicate invoices, organised by status
Count of Duplicate Invoice Pairs: Number of duplicate invoices, organised by status
Invoice Errors Amount: Amounts owed for invoices with errors, organised by error type
Count of Invoice Errors: Number of invoice errors, organised by error type
The dashboard is customisable, interactive, and enables you to:
Add, remove, and reorganise reports
Open a detailed view of the reported issues in the Duplicate Invoices or Invoice Errors tab, depending on the selected report. See Read Dashboard Reports to learn how to access the detailed view(s).
To learn how to use the Transactions Dashboard, see the following pages:
Read Dashboard Reports: Understand, filter, and manage dashboard reports
Organise Dashboard Reports : Move and resize dashboard reports
Add and Remove Dashboard Reports : Add reports to the dashboard
Create and Edit a Dashboard Report: Edit existing or create new reports