Auditor
Standard Auditor
PROCESSIT Auditor Standard Edition is a module for viewing workflow details and document report logs.
Invoice main flow tab
In the Invoice main flow tab you can search for activity history for invoice workflows. You can find invoices via the invoice number, see a list of the latest processed invoices or define a time span for invoice workflows.
Invoices segment
Search for invoices. Located invoices are shown in the table. Select an invoice to display the workflow details in the Main flow segment. Click Show in the Process log column to see a log of the data capture workflow.
When you generate and download a workflow report it includes the invoices currently available in the Invoices segment.
- Invoice - Supply a specific invoice number as search criteria.
- Last x invoices - Find the given number of invoices most recent processed by the system.
- Date from - Date to - Specify a time period for completed invoice workflows as search criteria.
Table Content in the Invoices segment
- Id - Document id for the invoice.
- Invoice number - Invoice number.
- Process log - Show process log for the document data capture and transfer to PROCESSIT.
- Invoice date - Invoice date for the invoice.
- Supplier name - Supplier name for the invoice.
Main flow segment
The Main flow segment shows workflow action history for the invoice selected in the Invoices segment. The action details are shown in a tree table with the action to the left. You can expand the action name by clicking the expand arrow to see the subflows for the chosen action. Lines handled by the chosen workflow action are shown in the Lines in flow for selected action segment.
Table content in the Main flow segment
- Action - Workflow action. Click the arrow to expand a line and see the subflow for the action.
- Owner - Who performed the action.
- From - To - Time period where the action was active.
- Result - Outcome of the workflow or subflow action.
- Next step - Which action was the flow forwarded to.
- Result desc - Details about the action outcome.
Lines in flow for selected action
Shows the lines applying to the action selected in the Main flow segment.
- Line num - Line number
- Line type - Invoice line type.
- Description - Invoice line description.
- Unit price - Unit price for the line item.
- Total amount - Total amount for the given line.
Table - Process log (capture)
Shown when you click Show in the process log column.
- Timestamp - Date and time for the performed action.
- Type - Which type of action was performed by the user or the system.
- Module - Which module performed the action.
- Action - Describes the action.
- Owner - Who is responsible for this action.
- Message - Was there a note or comment for this action.
Workflow report
Click Report to generate and download a workflow report log containing details about all the invoices currently shown in the Invoices segment.
Invoice reconciliation tab
In the Invoice Reconciliation tab you can get a full overview of how many invoice have been handled by PROCESSIT workflows and what source they came from.
Advanced Auditor
An Advanced edition of the Auditor is available as an add-on module. The advanced edition features an overview of segregation of duties to detect possible role conflicts during invoice workflows.