Variances by Resolution gives a clear view of how variances are being resolved. It highlights resolution types such as Accept Invoice, Accept Receipt, Accept Source, Accept Requested, and Other.
- The pie chart shows the total number of resolutions at a glance.
- When you hover over a slice, you’ll see quick insights, including the total number of resolutions and the percentage based on your selected filters.
- The detail grid below automatically updates when you select a resolution type, making it easy to drill down and analyze the data in more detail.
This interactive view helps you quickly understand trends and explore the specifics behind each resolution choice.
Variances by Resolution
Variances by Resolution Filter
The Variances by Resolution filter is used to view the Variances by Resolution insights.
ChatGPT said:
Use the dropdown to switch between different insights.
Period Filter
The Period filter is available to filter by Today, Yesterday, This Week, Last Week, This Month, Last Month or All Time.
By default, the filter is set to This Week. When you choose a different period, the system saves your preference and automatically applies it the next time you access the insight.
Resolution Type Filter
The Resolution Type filter allows sorting by resolutions: Invoice, Receipt, Source, Request, Other or All Resolutions.
By default, the filter is set to All Resolutions. Once a filter is selected, the system remembers the filter choice and automatically applies it the next time you return to the insight.
Variance Type Filter
The Variance Type filter allows sorting by specific variance categories: Price, Quantity, Freight, Tax, Discount, Misc, 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 insight.
All Work/My Work Toggle
The All Work/My Work toggle lets users switch the insights view between statuses for all users or, when set to My Work, only the statuses relevant to their own tasks.
My Work (Default)
All Work
Download
The Download button exports the paysheet data currently shown in the grid, including any filters or sorting you’ve applied.
Toggle Chart
The Toggle Chart option controls the visibility of the bar graph.
- When enabled (highlighted in red), the graph is shown above the grid
- When disabled (gray), only the grid details are displayed.
Toggle Details
The Toggle Details option controls the visibility of the grid details.
- When enabled (highlighted in red), the details are shown below the graph
- When disabled (gray), only the graph is displayed.
Hover Insights
Hover over the pie chart slices to see quick insights showing the number of resolutions out of the total, with the percentage displayed in parentheses.
Viewing Documents by Resolution
Clicking on any pie chart slice filters the grid below to display only the documents associated with the selected resolution.
A black hash outline highlights the currently selected pie chart slice.
To view all documents in the grid again, simply click the currently selected status bar to unselect it and clear the filter.
Details
The Variances by Resolution grid includes:
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Invoice #:
- Invoice Date
- Invoice Number
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Bill To:
- Bill To Department Code
- Bill To Department Name
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Supplier:
- Supplier Code
- Supplier Name
- Invoice Source:
-
Participants: Displays participants involved in the invoice
- Drafter: User whom drafted the paysheet (first icon)
- Reconciler: User reconciling the variance (shows variance chip next to the user).
- Participant Column + Badge additional information below
- Status: Paysheet Status
-
Assigned On: Date and Time of Assignment color coded.
- Color Code corresponding to status column.
- Resolution: Shows badges representing variances resolutions.
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Invoice Total:
- Lines: Total Lines on the Invoice
- Total: Invoice Amount
Participants Column + Badge
If the Participant column is adjusted, a “+” badge will appear, indicating there are additional participants linked to the invoice.
Click the badge to see the Additional Participant popover, or expand the column to view all participants.
Hidden by Default:
-
Type:
- Draft Badge: Indicates that the invoice is currently in the drafting phase and no variances have been detected yet.
- Variance Type Badges: Display the types of variances that have been detected on the invoice, helping users quickly identify issues that need to be addressed.
Column Customization
- Click the three dots in the detail window.
- Select ‘Columns.’
- Choose the desired metrics you want to display.
- Click ‘Apply.’
Note - All Columns for the Current Work Status Insights are visible on the grid.
Navigating to the Paysheet
Clicking on a detail line in the grid takes you to the paysheet in Read-Only Paysheet Access view.