AP Invoices Activity Summary

Written by Uday Kumar Updated

Overview

The AP Invoices Activity Summary section provides an overview of accounts payable automation activity managed by the AI Agent. At the top of the section, you can select the desired reporting period (1 Day, 7 Days, 30 Days, or 365 Days) to analyze both short-term and long-term trends. This section is comprised of two panels that together enable users and administrators to understand automation performance and system engagement:

  • Accounts Under Management: Displays summary counts of the email and document flow managed by the AI Agent during the selected period. Key metrics include the total number of emails received, the number of invoices processed from known vendors, the number of invoices from unknown vendors, and any other types of business documents received.
  • Notices and Responses: Visualizes AP workflow engagement using pie charts, presenting the breakdown of emails received, documents processed, and actions performed (by the AI Agent or users) within the selected timeframe. These charts help teams monitor the proportion and flow of automated activity in the AP process.

With this summary, users can quickly assess the AI Agent’s efficiency, detect any gaps or surges in email and invoice automation, and easily export the graphical data for reporting or auditing purposes.

AP Invoices Activity Summary – Accounts Under Management and Notices and Responses Panels

Figure 8. AP Invoices Activity Summary – Accounts Under Management and Notices and Responses Panels

Accounts Under Management

This panel provides a count of emails handled by the AI Agent, as well as a breakdown of successfully extracted invoices from both known and unknown vendors, and the number of other (non-invoice) documents received.

Accounts Under Management – Example

Figure 9. Accounts Under Management – Example  

Table 6. Accounts Under Management – Fields and Descriptions

Field Name Description
Emails Received by AI Agent Total emails the AI Agent has processed.
Invoices Extracted from Known Vendors Successfully captured invoices from recognized vendors.
Invoices Extracted from Unknown Vendors Invoices from unlisted or unregistered senders.
Other Documents Received Non-invoice documents handled.

Notices and Responses

This panel presents visual pie chart summaries showing the breakdown of email, document, and action volumes processed by the AI Agent and users. This overview helps AP teams to quickly track workflow engagement and spot bottlenecks.

Notices and Responses – Example

Figure 10. Notices and Responses – Example 

Table 7. Notices and Responses – Fields and Descriptions

Field Description
Emails Received Number of inbound AP emails for the selected period.
Documents Processed Total number of documents extracted from emails.
Documents Actions Number of actions taken by the AI Agent or users on processed documents.

Actions:

  • Export Data: Use the export/download icon to download AI Agent Activity or Invoice Activity.