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Payables Efficiency Insights

This report will highlight percentages and counts of bills exceeding your specified SLA in business days, based on clients or staff/users. It also surfaces productivity metrics such as bills created per month per user/staff. This report will help to determine the following:

  • How long does bill processing and approvals take at my firm?
  • How does this look per client and per staff member?
  • How are we doing in regards to our outlined SLAs?
  • How can I look at productivity at the firm and staff level over time?

Accessing the Payables Efficiency Insights Report

Console Administrators can access the Payables Efficiency Insights report :

  1. Log in to
  2. Click Manage Console
  3. Click Reports
  4. Click Payables Efficiency Insights
  5. Select Time Period
  6. Select Group By
  7. Select SLA (business days)
  8. Click View to display the report in the browser or Download to export the report to a CSV file

Report Details

The Payables Efficiency Insights report breaks down data via the selected grouping (user or client), compares it to the selected SLA to show a percentage of bills meeting the selected SLA vs total bills per month, for the selected time period. The report displays the following bill action's efficiency percentage:

  • Bill Created
  • Bill Approved
  • Bill Denied
  • Bill Paid