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IPU Dashboard
The IPU Dashboard gives you a real-time view of invoice processing activity across your organization. It shows how many invoices are in each stage, highlights urgent items that need attention, and provides trend charts for processing volume and performance over time.
What the Dashboard Shows
The dashboard is organized into three areas: quick stats, status overview, and trend charts.
Quick Stats Bar
At the top of the dashboard, a row of counters shows the most actionable numbers:
| Counter | What It Shows |
|---|---|
| My Queue | Invoices assigned to you (or unassigned) that are in "Pending Manual Review" or "Match Failed - Manual Entry Required" status. These are your immediate action items. |
| No PO | Invoices where automatic matching failed and no Purchase Order has been manually assigned. These need a PO reference before they can proceed. |
| MSME Urgent | Invoices from MSME suppliers with alert level "Critical" or "Overdue." These are at risk of missing the statutory payment deadline. |
| SLA At Risk | Invoices approaching their SLA deadline that have not yet been resolved. |
Click any counter to jump to a filtered list showing the specific invoices.
Status Distribution
A breakdown of all active invoices by their current status, showing how many invoices are at each stage of the processing pipeline:
- Draft — IPU records created but not yet fully populated
- Review Required — Awaiting reviewer action
- Matching In Progress — Currently being compared against PO and GRN
- Pending Approval — Matched and awaiting approval
- Approved — Approved and ready for Purchase Invoice creation
- Converted — Purchase Invoice has been created
- Rejected — Invoice was rejected during review or matching
- Cancelled — Invoice was cancelled
Processing Volume Chart
A time-series chart showing invoice volumes over the selected period. Use this to identify trends: increasing volume, processing bottlenecks, or seasonal patterns. The chart can display daily, weekly, or monthly data depending on the selected time range.
KPI Summary
Key performance indicators for the selected period:
| KPI | What It Measures |
|---|---|
| Total Invoices Processed | Number of invoices that completed the full cycle (intake to conversion) |
| Average Processing Time | Mean time from invoice receipt to Purchase Invoice creation |
| Auto-Approval Rate | Percentage of invoices that were auto-approved without manual review |
| Match Success Rate | Percentage of invoices that matched fully or within tolerance on the first pass |
Accessing the Dashboard
- Navigate to Invoice Processing Unit > IPU Dashboard.
- The dashboard loads with the current period's data (default: last 30 days).
- Use the filters at the top to adjust the time range, company, or other criteria. See Dashboard Filters and Drill-Down for details.
Who Uses the Dashboard
| Role | Typical Use |
|---|---|
| AP Clerk | Check "My Queue" to see what needs review. Process the queue from highest priority down. |
| Accounts Manager | Monitor overall processing volumes, SLA compliance, and MSME deadlines. |
| Finance Head | Review KPIs and trend charts for executive reporting. Identify bottlenecks. |
Related Pages
- Dashboard Filters and Drill-Down — How to filter, sort, and drill into dashboard data
- IPU Overview — The complete Invoice Processing Unit guide
- 3-Way Matching — Understanding what the match-related KPIs mean
- MSME Compliance — Understanding the MSME urgent counter