Overview
The Month End Activity Summary panel in the AP Accruals Dashboard provides an at-a-glance view of supplier engagement and accrual processing status for the selected period. This panel enables easy monitoring of progress and identification of bottlenecks in the accruals workflow.
The Month End Activity Summary is divided into two main sections:
- Suppliers Under Management
- Reachout and Responses
The Reachout and Responses section contains two visual summaries:
- Accrual Estimate Requests (Pie Chart)
- Journal Entries (Pie Chart)
Users can toggle between 'This Month' and 'Last Month' to view period-specific activity. Hovering over pie chart segments will display category details and counts. No other panel actions are available.
Figure 1. Month End Activity Summary
Suppliers Under Management
This section displays the overall scope and participation for the AP accruals process during the selected period.
Table 1. Suppliers Under Management
| Field Name | Description |
|---|---|
| Open POs | Total number of open purchase orders for the selected period. |
| Open PRs | Total number of open purchase requisitions, if applicable. |
| Suppliers Enrolled in Accruals | Number of unique suppliers included in the AP accrual process. |
| Suppliers Response Rate | Percentage of suppliers who responded to outreach requests. |
Figure 2. Suppliers Under Management
Reachout and Responses
This section provides visual breakdowns—via two pie charts—of critical accrual communication and process statuses.
Accrual Estimate Requests (Pie Chart)
This chart visualizes the status of outreach requests to suppliers for accrual estimate responses.
Table 2. Accrual Estimate Requests
| Status | Description |
|---|---|
| Auditoria Estimate Ready for Review | Accrual estimate auto-generated by Auditoria; pending review (no supplier response received). |
| Requests with Supplier Reply | Suppliers that have replied to the outreach and are awaiting review. |
| Requests with Supplier Reply Needs Attention | Supplier replied, but additional review or correction is needed (e.g., incomplete or unclear). |
| Awaiting Supplier Reply | Outreach is pending a reply from the supplier. |
| Expired Workflows | Outreach period ended with no response from the supplier; entry is now closed. |
Journal Entries (Pie Chart)
This chart displays the current state of journal entry processing for the period.
Table 3. Journal Entries
| Status | Description |
|---|---|
| Ready for Manager Review | Entries that are complete and awaiting managerial approval. |
| Require Human Attention | Entries that need manual intervention (e.g., data issues). |
| Pending Supplier Response | Entries still awaiting input from suppliers. |
| Posted to System of Record | Entries successfully posted to the ERP or general ledger. |
Figure 3. Reachout and Responses
Interacting with the Panel
- Date Selection: Click This Month or Last Month to compare accrual activity and outcomes period over period.
- Chart Details: Hover over each segment in the Accrual Estimate Requests or Journal Entries pie charts to display the category name and count.
- There are no drill-down or data export actions; the panel is designed for rapid summary and process monitoring.
Tip: The Month End Activity Summary is designed for rapid visual assessment of outreach and accrual progress. For actionable detail or record-level insight, refer to the Accruals Details Table or Journal Entries modules.