Overview
You can access the AP Invoices Dashboard from anywhere in SmartVendor to monitor accounts payable activity, review automation performance, and manage workflow tasks.
To open the AP Invoices Dashboard at any time:
- In the left sidebar, select SmartVendor.
- In the horizontal navigation bar, click Dashboard.
The Dashboard opens and displays real-time metrics and activity summaries.
Figure 1. Dashboard navigation
Dashboard Overview
When you open the dashboard, it loads on the Document Intelligence section by default. Panels include a date-range selector and export tools for flexible reporting.
Note:
- The AP Invoices SmartBot Activity Summary section offers these date ranges: 1 Day, 7 Days, 30 Days, 365 Days.
- The Document Intelligence and Top Vendors sections use: 1 Day, Current Month to Date, Last 3 Months, and Last 6 Months.
For reference, the dashboard contains these primary sections:
| Section | Description | Key Panels/Features |
|---|---|---|
| Document Intelligence | Overview of document automation results and processing quality. | Documents Written to SoR, Documents Dismissed, Top 10 Fields with the Most Edits |
| Top Vendors | High-level summary of vendor invoice volumes, accuracy, and active data. | Top 10 Vendors by Volume, Current Active Data |
| AP Invoices SmartBot Activity Summary | Overview of AP automation activity managed by SmartBot. | Accounts Under Management, Notices and Responses |
Note: The AP Invoices Dashboard is separate from the Helpdesk (HD) dashboard. For HD-specific metrics and workflows, see the AP Helpdesk Dashboard documentation.
Common Actions
- Hover tooltips: Hover any chart element to see counts and percentages for the current date range and selected filters.
- Exports: Most panels and charts support export to PDF, PNG, SVG, CSV, or XLSX (where available). Exported data uses the current date range, with a limit of 10,000 rows per export.
- Pagination: If a list has multiple pages, use pagination controls at the bottom of the dialog. Adjust the visible row count with the Rows per page selector.
Note: All metric data is available for users with the required RBAC role. Some data in certain panels may be restricted to your own activity or team. Team Managers can filter for their team or members. Super Admins and AP Invoices Managers can filter/view activity for any team or user.