Automate AP - AP Inbox Dashboard Activity Feed

Description 

This article will provide a brief overview of the AP Inbox Activity functionality

NOTE: By default, you will see the last 30 days but can extend the history to 90 days

Permission settings:

AP Enter Invoices

View- Can see the AP Inbox and the invoices presented

Step By Step 

1) AP Inbox

Using the left navigation menu select AP Accounts Payable >Select AP Inbox

2. Next select the top right tabular option Activity.

• By default, all users will open the AP Inbox and it will populate in the ‘all communities’ view.
• Only the communities the user has permission to view will be available to them.
• Users can drill into a specific community and the header counts will automatically update to display invoices for the selected community.
• The Inbox has a search function that can searched by “item contains”
• Invoices can be sorted ascending and descending order by:
  • Due Date, AP #, Vendor, Action Date and amount

2) Status

• Rejected- An invoice was rejected somewhere in or  between the AP Inbox and the Board approval process
• Accepted – An invoice has been slated for payment

3) Action date

• The final touch point date that made the presented invoice approved/rejected