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SLA Dashboard & Reports
PayInvoice Next provides several ways to monitor SLA compliance across your procurement operations — from a daily email summary to detailed reports that help you identify bottlenecks and improve process efficiency.
Daily SLA Summary Email
Every weekday at 8:00 AM, relevant managers receive an automated SLA summary email. This email provides a snapshot of:
- Documents currently in breach — Listed by document type and approver, with time-in-state for each.
- Documents approaching breach — Within the warning threshold, giving you a chance to act before the SLA is exceeded.
- Yesterday's resolution summary — How many breached documents were resolved, and the average resolution time.
- Overall SLA compliance rate — Percentage of documents processed within SLA for each document type over the past 7 days.
This email is the quickest way to start your day with awareness of where attention is needed. No login required — the data comes to you.
SLA Reports
For deeper analysis, PayInvoice Next offers detailed SLA reports accessible from the main Reports menu.
Workflow TAT Report
Shows turnaround time statistics for all workflow-enabled documents. Key metrics include:
| Metric | What It Shows |
|---|---|
| Average TAT by State | How long documents typically spend in each workflow state. Helps identify which approval step is the bottleneck. |
| TAT by Document Type | Average processing time by document type (PO, PI, PR, etc.). Useful for comparing efficiency across procurement categories. |
| TAT by Approver | Processing speed per approver. Shows who is fast and who may need support or workload rebalancing. |
| TAT by Department | Which departments are experiencing slower approvals. May indicate understaffing or process complexity. |
SLA Breach Report
A detailed log of all SLA breaches with filtering and drill-down capabilities:
- Filter by date range — See breaches for this week, this month, or any custom period.
- Filter by document type — Focus on Purchase Orders only, or Invoices only.
- Filter by approver — See which approvers are most frequently associated with breaches.
- Filter by department — Identify departmental patterns.
- Breach duration — How long each document was in breach before resolution.
- Resolution status — Whether the breach has been resolved and by whom.
SLA Compliance Trend
A trend view showing SLA compliance percentage over time. Useful for:
- Tracking improvement after process changes.
- Identifying seasonal patterns (e.g., month-end spikes in invoice processing).
- Reporting to management on procurement operations efficiency.
Understanding the Metrics
SLA Compliance Rate — The percentage of documents that were processed within their SLA target. A rate of 90% means 9 out of 10 documents were approved on time. Industry benchmarks for P2P operations typically target 85-95% compliance.
Average TAT — The mean time a document spends in a particular workflow state. This is calculated using working hours (excluding non-working hours and holidays if configured).
Breach Rate — The inverse of compliance — the percentage of documents that exceeded their SLA. A sudden spike in breach rate may indicate approver unavailability, a process bottleneck, or an unusually high volume of transactions.
Tips for Improving SLA Compliance
- Set up delegations proactively — Before any planned absence, delegate your approvals. This is the single most effective way to prevent breaches.
- Check your pending actions daily — Make it part of your morning routine to review and act on pending documents.
- Use the daily summary email — If you manage approvers, use the daily email to identify and address stuck documents early.
- Review breach patterns monthly — Use the SLA reports to identify recurring bottlenecks and address root causes rather than individual incidents.
Related Pages
- SLA Tracking — How SLA tracking works
- Understanding SLA Breaches — Breach triggers and escalation
- How Approvals Work — The approval process
- Workflow FAQ — Common questions