The Variance Scoreboard is a powerful tool designed to help users quickly spot, track, and resolve discrepancies. It streamlines the resolution process by automatically detecting and flagging issues, making it easier to ensure invoice accuracy and accountability.
Variance Scoreboard
Variance Scoreboard
The Variance scoreboard displays the total number of discrepancies based on the selected parameters applied.
This number may vary depending on the combination of filters applied.
Search Here
The Variance scoreboard offers both Simple Search and Advanced Search Options.
Simple Search:
Use the search field to find records by Invoice #, Supplier and Bill To.
Advanced Search:
Use multi-select filters to refine your results by Invoice #, Supplier, Bill To, Filter by Variance Detected On Date, Variance Type, Variance Status, Participants and/or Open Variance/Show All toggle.
For more details on using the Advanced Search Panel, click here.
Variance Detected On Filter
Use the Variance Detected On Filter dropdown to view documents by Today, Yesterday, Tomorrow, This Week, Next Week, This Month, or All Period.
By default, the filter is set to This Month. When you choose a different period, the system saves your preference and automatically applies it the next time you access the scoreboard.
Note: The Variance Detected On column is hidden by default. To view it, use the column customization options to add it to your grid.
Variance Type Filter
To help users prioritize their work, the Variance Type filter allows sorting by specific variance categories: Price, Quantity, Freight, Discount, Misc, Tax, Use Tax, or All Variances.
By default, the filter is set to All Variances. Once a filter is selected, the system remembers the filter choice and automatically applies it the next time you return to the scoreboard.
Variance Status Filter
The Variance Status filter is a multi select filter that allows users to narrow down documents by the following statuses: Variance Detected, Reconciler Assigned, Reconciling and Reconciled.
The filter has no default setting, however when you choose a variance status, the system saves your preference and automatically applies it the next time you access the scoreboard.
Participants Filter
Use the Participant filter to display grid results for selected participants included on the paysheet.
By default, the filter is set to Blank. When you choose a participant, the system saves your filter and automatically applies it the next time you access the scoreboard.
The participant list currently reflects users configured as AP Clerks in the Reconciliation Center.
If you search for a user in the grid and see “No Clerks Found” verify that the user’s settings have Variance enabled. Only users with Variance set to Yes will appear in the participant list.
How to Use the Participants Filter:
- Use the search bar to find a participant by name, or scroll through the list to locate them.
- Check the box next to the participant(s) you want to filter by - the grid will update to show only items involving those individuals.
- To add more participants, simply locate and select additional names.
- To reset the filter, click the Refresh icon.
- The quantity box shows how many participants are currently selected.
Open Variance/Show All Toggle
By default, the toggle is set to Open Variance, displaying only variances that remain unresolved.
Switching the toggle to Show All displays all variance statuses, including Variance Detected, Reconciler Assigned, Reconciling and Reconciled.
Search Status and Reset Icon
The Search Bar includes a Reset icon that serves as an indicator of an active search on the grid. When the icon appears highlighted red/active, it signifies that results are currently filtered either by a simple search or by filters applied through the advanced search panel.
Search criteria are preserved as you navigate between scoreboards and dashboards, so returning to a scoreboard will display results based on the active search.
To clear all applied filters and restore the default grid view, select the Reset icon. This action clears both simple and advanced search inputs, including any selections in the advanced panel.
Bill To Search Rules
The Bill To search returns results only when all entered terms match according to the following rules:
- Equals: Matches the exact Department, Entity, or Property code
- Contains: Matches any part of the Department, Entity, or Property name
Details
The Variance grid includes:
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Invoice #:
- Invoice Date
- Invoice Number
- Type:
-
Status: Variance Type Statuses
- Variance Detected, Reconciler Assigned, Reconciling, Reconciled
-
Participants: Displays participants involved in the invoice
- Drafter: User whom drafted the paysheet.
- Reconciler: user reconciling the variance.
- Click on the user icon to view work audit information on the reconciler.
-
Actions: Actions vary depending on the status of the variance. Hover over the action to view the action name and invoice #.
- Variance Detected: Assign Variance Action
- Reconciler Assigned: Unassign Variance Action
- Reconciling: Cancel Reconciliation Action
Hidden by Default:
- Receipt # (RV, DR)
- Supplier
- Buyer
- Bill To Dept
- Drafted On
- Variance Detected On
- Variance Assigned On
- Variance Started On
- Variance Reconciled On
Column Customization
- Click the three dots in the detail window.
- Select ‘Columns.’
- Choose the desired metrics you want to display.
- Click 'Apply.'
Variance Status Flow
Variance Status Flow
Variance Detected → Reconciler Assigned → Reconciling → Reconciled