Auditor | Progress Tab

The Progress tab in the APSMART QA module provides a real-time view of the invoice auditing workflow, allowing you to track the current status of invoices as they move through the auditing process.

Current Progress Table

This table displays a list of invoices that are currently being audited. Each row represents an invoice, and the columns provide key information about its progress.

• Vendor: The name of the vendor associated with the invoice.

• Invoice No.: The unique identification number of the invoice.

• Type: The type of invoice (e.g., standard, credit memo).

• Invoice Date: The date on the invoice.

• Invoice Total: The total monetary value of the invoice.

• Entry Date: The date when the invoice was entered into the system.

• Auditor: The name of the auditor currently assigned to the invoice.

• Comment: Any comments or notes added by the auditor or other users regarding the invoice.

End Review Button

• End Review: This button allows the auditor to mark the review of the selected invoice as complete, moving it to the next stage in the workflow.

Understanding the Purpose

The Progress tab serves these key functions:

• Real-time Monitoring: Provides a snapshot of the current state of invoice auditing, showing which invoices are being actively reviewed.

• Workflow Visibility: Offers transparency into the auditing process, allowing users to track the progress of individual invoices.

• Bottleneck Identification: Helps identify any potential bottlenecks or delays in the auditing workflow.

• Performance Monitoring: Facilitates monitoring of auditor productivity and efficiency.

Example Scenarios

• Checking the status of a specific invoice: Locate the invoice by its "Invoice No." in the table.

• Identifying invoices assigned to a particular auditor: Filter the table by "Auditor."

• Monitoring the overall progress of invoice auditing: Review the number of invoices in the "Current Progress" table and their respective statuses.

By effectively using the Progress tab, you can maintain control over your invoice auditing process, ensuring timely and accurate processing of invoices.