Settings and activity
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3 votes
Gerhard Bachl
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8 votes
An error occurred while saving the comment Gerhard Bachl
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3 votesGerhard Bachl
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1 voteGerhard Bachl
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6 votesGerhard Bachl
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2 votesGerhard Bachl
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28 votes
An error occurred while saving the comment Gerhard Bachl
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For monitoring and controlling of the invoice processing process we would need in dashboard a KPI reporting showing aggregated values on overall time that handling for
1. A specific invoice
2. A specific supplier
3. A specific company
4. A specific user
5. Type of invoice (Expense invoice, contract based invoice, document approval)
took. Overall time (E2E lead time) should be shown for:
1. E2E (from time when created to time when archived)
2. Approval (from time when distributed to time when final approved)
a. First approval ((from time when distributed to time when last approved)
b. Second approval (from time 1st approval finished till final approved)
3. Distribution (time when created till time when distributed to approval workflow)
4. Transfer to ERP (time when finally approved to time when archived)
We would like to have this aggregated view available in dashboard
Ideal would be trill down to the single invoices for the aggregated values.Gerhard Bachl
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22 votesGerhard Bachl
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4 votesGerhard Bachl
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5 votes
An error occurred while saving the comment Gerhard Bachl
commented
Thank you for the feedback!
In our case the invoice first goes to the accountants, which code and distribute the invoice. So it applies for us, that "he person working in that step has knowledge about all details.". So we would like to force via settings (validation), that the invoice is fully coded before sending in workflow.
For other customer this might not apply. So what we recommend is, to have a possibility to set (activate) such validation in the company settings (e.g. like it exists for the same topic in the post control or other validation that are performed in distribution step like invoice is balanced). Then it can be activated when needed (as in our case)Gerhard Bachl
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9 votesGerhard Bachl
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24 votesGerhard Bachl
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4 votesGerhard Bachl
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4 votesGerhard Bachl
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9 votesGerhard Bachl
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1 voteGerhard Bachl
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24 votesGerhard Bachl
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1 voteGerhard Bachl
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21 votes
An error occurred while saving the comment Gerhard Bachl
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Business case is when you perform an internal/external system audit you get questions like:
Master data:
This refers to accounting relevant information submitted via interfaces like dimension values, vat codes, supplier master data, payment conditions1. which are the current settings on these values
2. which changes were performed on these values – who has changed when what (from/to) on these values – of course manually, since understood from RFP that you don’t log automatic updates via interface update
This is traceability on what was status for accounting/ERP integration on accounting relevant values in the system at a given time
Relevant settings + configurations
This refers to relevant settings + configurations for workflow, ERP integration, companies (incl. virtual levels), error handling, .. triggering the most important activities in the system (integration, workflow, coding)
1. Which are the actual settings
2. Who has changed, what (from/to), when on these values
This for traceability of relevant system configurations which were in place at a given point of time in the system
Gerhard Bachl
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14 votesGerhard Bachl
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forgot "status" of document, in particular if it is in workflow or archvied