Analytics and Reporting

Real-Time Insights for Smarter Decision-Making

SmartAccuPay’s Analytics and Reporting feature provides real-time insights into your accounts payable operations. With comprehensive reporting tools, your business can make data-driven decisions, optimize cash flow, and improve financial management. 

Key Features :  
  • Report by Vendor: Generate detailed reports for each vendor to monitor transactions, payment history, and outstanding invoices. Understand vendor performance and spending patterns to optimize procurement strategies.
  • Open Item by Approver: View all pending or open invoices by the responsible approver. Easily track approvals, identify bottlenecks, and streamline your invoice approval workflow.  
  • Open Item by Class: Analyze open invoices categorized by class, department, or cost center. This helps in budget monitoring and departmental spending control.
  • Open Item by Client/Job Name : Track invoices and outstanding items linked to specific clients or projects. Gain insights into project-level spending and ensure accurate billing and reconciliation. 
  • Open Item by Vendor : Access all open invoices grouped by vendor to monitor unpaid balances, overdue payments, and overall vendor exposure. 
Dashboard & Visual Insights  : 
  • Invoice Status Overview: See total invoices segmented by status, including Pending, Approved, Rejected, On Hold, Paid, and Unpaid. 
  • Interactive Charts: Visualize trends and distributions using charts for quick insights. 
  • Quick Metrics: Instantly view key metrics like total invoices and aging reports directly from your dashboard. 
  • Monthly Invoice Chart (Count-Based): Displays the number of invoices (Pending, Approved, and Rejected) month by month. 

  • Easily identify workload patterns, processing volume, and monthly performance trends. Perfect for assessing team productivity and invoice turnaround rates.

  • Monthly History Chart (Amount-Based) :  Shows the total invoice amounts by month for Pending, Approved, and Rejected categories. 

  • Track monthly payables movement and measure financial commitments and approval trends. Helps in forecasting cash flow and identifying potential budget impacts.

  • Export Functionality :Export visual charts and summary data in PDF format for detailed analysis, audits, or management reporting. Use exported charts for presentations or to share performance updates with your team. 

     


     
Benefits  : 
  • Gain real-time visibility into payables and vendor performance.
  • Quickly identify delays or bottlenecks in approvals. 
  • Generate exportable reports for audits, meetings, and financial planning.