Expense Management Invoice Monitoring

Steve Robertson

We've have been using Expense Management for credit card transactions for a number of months and are moving toward Expense Management for invoice processing. Under the payables section in FE NXT, there is the ability to view the credit card activity and see where a transaction is in the process. Has it been submitted, approved, etc. Is there something similar that can be done as a supervisor for Invoices entered via Expense Management? Our accounting clerk will be entering the invoices, but I want to be able to see if there are any invoices awaiting approval. The only way I can think of that I would be able to do that is if I log in as our accounting clerk. I would like to avoid doing that. Is there some sort of report or dashboard that will show Expense Management invoice requests awaiting approval?

Nikki Baldwin

@Steve Robertson yes, Steve, you can create a dashboard or two with this information. Here is the Knowledgebase article that advises what insights you'll need to use and links to the in-product documentation for building those dashboards: https://kb.blackbaud.com/knowledgebase/articles/Article/195529

Kristy Soular

@Nikki Baldwin
I agree the dashboard option is a great way to see where invoice requests are hanging, however, it only refreshes every 4-6 hours, so it does not give real time data.

Nikki Baldwin

@Kristy Soular yes, I can understand the delay could be problematic and is definitely something we have in mind for future development to resolve. However, until then, a good business process to set in place would be to check the dashboard(s) maybe weekly at the beginning of a specified day, say the morning before your payment run, so you know first thing that morning what status it was at EOD the day prior and can send out any reminders you need to those holding up approvals.