Dashboard
The Dashboard provides a central overview of the status of documents and bookings across all administrations you have access to.
You can see, among other things:
Number of documents in Upload & Import
Number of bookings
Booking proposals
Authorisations (if the authorisation module is activated)
Bookings to be exported
You can also filter by:
All administrations
Administrations with invoices to process
Administration tags
The Dashboard is ideal for quickly getting insight into the current workload and progress within your environment. See this article for more information.
Performance dashboard
The Performance dashboard gives you insight into the quality and level of automation per administration.
The following metrics are available:
Bookings processed (the number of bookings exported to the connected accounting package)
Automatically booked (the percentage of bookings processed automatically based on automation rules)
Correctly recognised (the percentage of bookings for which the key invoice data was directly recognised correctly)
Average recognition score (the average recognition quality of documents)
E-invoices (the percentage of documents processed as an e-invoice)
Correct booking proposal (the percentage of bookings for which the proposed booking result was correct)
This dashboard helps identify optimisations and provides insight into the effectiveness of automation rules. See this article for more information.
Processed invoices report
The Processed invoices report shows how many documents have been processed per administration and per month.
Available options:
Filter by year
Filter by month
Filter by administration
Sort by administration
Sort by month
Export to Excel
This report is often used for audit and billing purposes. See this article for more information.
Custom recognition fields report
The Custom recognition fields report gives you insight into the use of your own configured recognition fields.
Available options:
Filter by year
Filter by month
Filter by administration
Sort by administration
Sort by month
Export to Excel
This makes it easy to see how many custom recognition fields have been recognised within a given period. See this article for more information.
Archive
The Archive offers extensive options for retrieving historical bookings and documents.
Within the Archive you can:
Search by booking data and document content
Sort by column
Filter by administrations
Filter by administration tags
View booking and document details
Show or hide columns as needed
This makes the Archive a powerful source of information for analyses and audits.
See this article for more information.
Personal views in the Archive
Using the field selector, you can tailor the Archive to your own way of working.
For example, you can:
Decide for yourself which columns are visible
Adjust the order of columns
Tailor views to specific tasks
This makes relevant information easier to find.
See this article for more information.
Users export
Users with the right permissions can export an overview of users within the environment.
Depending on the setup, this overview can be used for:
Checking user accounts
Account management
Audits and internal control processes
See this article for more information.
Administration access export
The administration access export gives you insight into which users have access to which administrations.
This export can be used for:
Checking access rights
Security reviews
Internal and external audits
Managing user permissions
See this article for more information.
API integrations and Power BI
For organisations that require additional reporting, it is possible to use the Zenvoices API.
This allows data to be made available for:
Power BI dashboards
Management reports
Data warehouses
External BI solutions
This way, data from Zenvoices can be combined with data from other systems for extensive analyses. See this article for more information.
Overview
Report | Purpose |
Dashboard | Current status of documents and bookings |
Performance dashboard | Insight into automation and recognition quality |
Processed invoices | Number of processed documents per period |
Custom recognition fields | Insight into the use of recognition fields |
Archive | Retrieving bookings and documents |
Archive views | Personal setup of information |
Users export | Overview of users |
Administration access export | Insight into access rights |
API / Power BI | External reporting and analyses |
With these reporting options, Zenvoices provides both operational and strategic insight into document processing, the performance of administrations, and the use of the environment.
Do you have any further questions? Contact us via chat or send a message to support@zenvoices.com.