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This dashboard gives you a graphical snapshot of rejected invoices as a percentage of all submitted invoices. The percentage reflects all invoices rejected at any time in the invoice history, regardless of the current status of the invoices. When you select the Rejection Levels Trends from the Management tab, the report is generated automatically using default values. Follow the steps below to run the report with different selection criteria.
Use the Rejection Levels Trends dashboard to determine:
· How many invoices were rejected during a specific time period
· The monetary amount of rejected invoices
· Which recipients and vendors reject invoices the most
To generate the dashboard, follow these steps:
1. Select Reports/Dashboards from the Reports menu.
2. Select Rejection Levels Trends from the Management tab.
3. By default, the dashboard displays with the date range prepopulated as one year prior to the current date. To change the date range, click in the date fields and type the desired date.
4. Select how to aggregate the data:
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Recipient:
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By eBillingHub supported recipients, each of which may map to multiple clients with rejected invoices
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Vendor:
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By eBilling vendors that processed the rejected invoices
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5. Click Refresh to generate a graph based on your selections. Rejection percentages are shown as a red bar.
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6. Double-click on a bar to see detailed rejection data for the displayed recipient or vendor. The following table describes the rejection data dashboard columns:
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Column
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Definition
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Ref #
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A unique reference number assigned by eBillingHub each time an invoice is processed through Billing Wizard or Quick Invoice and submitted.
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Tran Date
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The transaction date for the invoice status submitted by the Billing Wizard or Quick Invoice.
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Invoice
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A unique number from the firm's Time and Billing system that identifies the invoice.
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Date
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The date the invoice was posted in the firm's Time and Billing system.
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Start Date
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The first day of the billing period for the invoice.
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End Date
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The last day of the billing period for the invoice.
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Total Due
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The total amount of all fees and expenses associated with the invoice.
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Matter
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A unique number in the firm's Time and Billing system that identifies the matter associated with this invoice.
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Client
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A unique number that identifies a client.
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Client Name
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The name of the client associated with the invoice.
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You can export the data to several formats. Click here for more information.
Related Topics
.png) Additional Management Reports
Report Tools and Tips
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