Approval Aging

Modified on Thu, Feb 15 at 11:43 AM

This report tracks the outstanding invoices pending approval per user grouped by time buckets to monitor approval efficiency and identify any bottlenecks or delays in your approval process.

Filter

Filter

Description

Group

Group of locations to run a report on

Select “All” from the group dropdown to run the report across all groups

Location

Select a Group, then choose a specific location or choose "All" from the Location drop-down

Uploaded Date

Choose a pre-filled date range or set a custom date range

Vendor ID

Invoices pending approval from a specific vendor


Field Description

Field

Description

Username

Name of the approver pending approval

Total Outstanding Amount

Sum of the Invoice Amount

Assigned Today

Count of invoices assigned for approval today

Delayed 1 Day

Count of invoices pending approval delayed by 1 day

Delayed 2 Days

Count of invoices pending approval delayed by 2 days

Delayed 3 Days

Count of invoices pending approval delayed by 3 days

Delayed 4 Days

Count of invoices pending approval delayed by 4 days

Delayed 5+ Days

Count of invoices pending approval delayed by 5+ days


Access Model

Category: Operational Efficiency

This is an advanced report. Contact your Account Manager or [email protected] if you do not currently have access to Advanced Reports and would like to add them on.

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