The Paysheet Document Tab provides a comprehensive view of the entire procure-to-pay journey in a single, centralized location.
It allows users to visually track the progress of a document through key stages, including:
- Requested
- Sourced
- Received
- Invoiced
- Work History
These stages are displayed through intuitive scoreboards, making it easy to monitor progress and identify the current status of each document.
Paysheet Access
Read Only Access
When accessed through the Variance or Paysheets Scoreboard, the Document Tab is entirely read-only. This includes all sections: Requested, Sourced, Received, Invoiced, and Work History allowing users to view the document’s full status and history without the ability to make edits.
Edit Access
When accessed through the Assign to Me widget, the Invoiced Scoreboard within the Document Tab becomes editable, allowing users to directly update or manage invoice details as needed. All other sections: Requested, Sourced, Received, and Work History remain read-only.
Paysheet Status Flow
The processing workflow varies based on whether an invoice contains a variance. Invoices without variances follow a streamlined path through the drafting process and can be invoiced quickly. In contrast, invoices with variances, identified during drafting, are routed through additional reconciliation steps to resolve discrepancies before they can be finalized.
This distinction ensures efficient processing for clean invoices while maintaining accuracy and compliance for those requiring further attention.
Invoices without Variances
These follow a straightforward path through the system:
Unassigned → Assigned → Drafting → Invoiced
Once assigned, the invoice moves through the drafting process without any issues or discrepancies. After drafting is complete, the invoice is finalized and submitted directly as Invoiced.
More information on the Paysheet Document Tab - Drafting Process.
Invoices with Variances
Invoices that contain discrepancies follow a more complex workflow:
Unassigned → Assigned → Drafting → Variance Detected → Reconciled Assigned → Reconciling → Reconciled → Invoiced
After drafting, if a variance is detected, the invoice enters a reconciliation process. It is reassigned for resolution, goes through reconciling, and once all discrepancies are reconciled and validated, it proceeds to Invoiced.
More information on the Paysheet Document Tab - Reconciliation Process.
Document Tab
Paysheet Header
The Paysheet Header displays key invoice details and can be expanded to show all fields or collapsed to view only the default ones, helping you control how much information is visible at a glance.
Click the article for more information on the Paysheet Header.
Scoreboards
The Paysheet Scoreboards: Requested, Sourced, Received, and Invoiced - provide visibility into each phase of the procure-to-pay process. Each scoreboard displays the document total amount and associated document number(s) for easy tracking.
The Work History section offers a complete audit trail, showing details such as participants involved, comments made during each phase, and corresponding timestamps, giving you a transparent view of the invoice's journey.
