Below are dashboards in SF Reports & Analytics that will help your work with eSettlements.
Voucher Lines Report
Purpose: Track down the details of all vouchers, including eSettlements vouchers with matching exceptions.
Last updated: The data is updated nightly.
The Voucher Lines Dashboard prompt has the AP Origin Name and AP Source Name prompt for users to filter eSettlements vouchers.
The Matching Exception prompt to filters vouchers with matching issues.
The report itself provides key information on Approval, Budget Check, Matching, On hold and Payment Status.
Supplier Online Invoicing and Trends Report
Purpose: Identify Suppliers who have the proper roles to submit invoices online and view online invoicing activity to date (the latter functionality is currently limited to Tech Marketplace suppliers). Identify Suppliers requiring future onboarding to eSettlements as well as those who are enabled for online invoicing but are not currently using it or are using it on a limited basis. New functionality is introduced on an ad hoc basis upon user request.
Audience: Supplier management and accounts payable teams
Last updated: The data is updated nightly.