Overview
The AR Remittances SmartBot Activity Summary provides a high‑level overview of remittance‑related mailbox activity and automation outcomes for your accounts receivable operations. Use this section to quickly assess how many emails SmartBot is handling, how many remittance documents are being extracted from customers, and how effectively AR Remittances is processing incoming documents.
When you open the AR Dashboard, the AR Remittances SmartBot Activity Summary is displayed by default. This section supports expand and collapse—select the caret next to the section title to show or hide the panel.
Figure 1. AR Remittances SmartBot Activity Summary panel
At the top of the panel, a date‑range selector (for example, 1 Day, 7 Days, 30 Days, 365 Days) filters all metrics in this section.
The AR Remittances SmartBot Activity Summary includes the following panels:
Table 1. Dashboard Panels
| Panel | Description |
|---|---|
| Accounts Under Management | Displays a snapshot of email volume and remittance extraction results for the selected date range. |
| Notices and Responses | Visualizes how emails and documents are classified and processed by AR Remittances. |
Accounts Under Management
The Accounts Under Management panel summarizes overall remittance‑related email traffic and extraction outcomes for the selected period. It shows how many emails SmartBot is seeing and how many recognizable remittances are being extracted from known vs unknown customers.
Table 2. Accounts Under Management fields
| Field | Description |
|---|---|
| Emails Received by SmartBot | Total number of emails received and evaluated by SmartBot in the connected AR Remittances mailbox for the selected date range. This includes emails from both known and unknown customers. |
| Remittances Extracted from Known Customers | Number of remittance documents successfully extracted from recognized/enrolled customers. These are senders that SmartCustomer can match to existing customer records. |
| Remittances Extracted from Unknown Customers | Number of remittance documents extracted from unrecognized or not‑yet‑mapped customers. These emails contain remittance‑like content, but the sender is not yet fully identified or enrolled. |
| Other Documents Received | Number of non‑remittance documents or attachments received by SmartBot (for example, statements, general notices, or documents that do not meet remittance criteria). |
Figure 2. Accounts Under Management example
Use this panel to understand:
The overall volume of remittance‑related traffic handled by SmartBot.
How much activity is coming from known vs unknown customers.
How many documents are being received that are not treated as remittances.
Notices and Responses
The Notices and Responses panel provides a visual breakdown of how AR Remittances is receiving and processing emails and documents. It contains three pie charts:
Emails Received
Documents Processed
Documents Actions
Together, these charts help you understand the mix of inbound email types and how SmartCustomer is acting on remittance documents.
Table 3. Notices and Responses fields
| Field / Chart | Description |
|---|---|
| Emails Received | Shows the distribution of inbound emails by classification (e.g., emails that led to remittance extraction from known customers, from unknown customers, or that contained other document types). |
| Documents Processed | Displays how many documents were processed as remittances versus other document categories for the selected date range. This helps you gauge SmartBot’s effectiveness at recognizing remittance content. |
| Documents Actions | Summarizes the types of high‑level actions AR Remittances took on processed documents (e.g., documents eligible for payment creation, exported elsewhere, or left without further action, depending on your configuration). |
Figure 3. Notices and Responses example
Use this panel to:
See how email and document volume are distributed across different categories.
Confirm that a healthy share of relevant documents is being processed as remittances.
Understand how AR Remittances is acting on documents within the selected date range.
Actions
Date range selector:
Filter the summary by 1 Day, 7 Days, 30 Days, or 365 Days to analyze short‑term spikes or long‑term trends in remittance activity.Hover for details:
Hover over any chart element (for example, a pie slice) to view counts and percentages for that segment within the selected date range.Export (where available):
Use the Export icon in the upper‑right corner of the section to open the ARR SmartBot Activity dialog, enter a start and end date, and download a CSV of AR Remittances SmartBot activity for that period.
Tip: Use the AR Remittances SmartBot Activity Summary at the start of each day or reporting period to confirm that remittance emails are flowing into the mailbox as expected, that SmartBot is extracting remittances from both known and unknown customers, and that document actions align with your configured AR Remittances processing rules.