Spend
Use the Spend view to analyze amount or quantity of invoices paid per organization. You can access the view from the main menu under Metrics. The vertical bar graph displays invoices filtered by PO and Non-PO type.
Filter pane elements
The Spend view filter pane comprises the following elements:
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Quantity/Amount: The filter default value is Quantity. Displayed value includes fully and partially paid invoices.
Click Amount to change the numeric data display to the currency amount value.
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Currency: The filter default value appears after you select the time period. The currency value is sorted in alphabetical order.
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Select period: Set one of the following time interval values.
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This month: Data for the present calendar month from the first day to the current date.
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Last month: Data for the previous calendar month.
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This year: Data for the current fiscal year from the first day to the current date.
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Custom: Data for the configured period of time.
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All Orgs: The filter default value is All Orgs. Filters information by organization.
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All Suppliers: The filter default value is All Suppliers. Filters information by suppliers.
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Reset Filters: Returns the data selection to the default settings.
Spend chart
The bars represent invoices by organization, differentiated by type (PO/Non-PO). Click bar and graph names at the top of the Spend chart to hide the bar value.
When selecting an individual bar in the Spend chart, you can view the invoice data summary and invoice history for the applied filter. The list of spends is presented as a table that includes the following standard columns:
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Invoice number
Note Click the Open in MarkView Viewer icon
to review an invoice in
MarkView
Viewer.
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Supplier
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Amount
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Currency
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Invoice date
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Due date
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Payment date
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Payment amount
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Discount taken
Invoice history section gives you the ability to see details for a Queue entry time, Queue, Queue time in hours, and User for an invoice. The Summary window displays the Currency, Count, Amount, and Discount columns.