Volume
Dashboard overview
Invoice decisions
Track inbox volume, matching confidence, queue movement, and approvals in one scan.
Approval
Queue status
Worklist
Invoice inbox
| Action |
|---|
Sean Henley
Dashboard overview
Track inbox volume, matching confidence, queue movement, and approvals in one scan.
Volume
Approval
Worklist
| Action |
|---|
| Archived | Received | Vendor | PM | Project | Invoice/PO | Amount | CRM | Notes | Open |
|---|
Layout
Select one or more layout changes, then apply.
| PM | Open Items | Avg Days in Queue |
|---|
Keith Jr. escalation queue
| Original PM | Vendor | Invoice | Job | Total | Days | Open | Decision |
|---|
| Approved | Vendor | Invoice | Job | Total | Stage | Invoice PDF |
|---|
AP team
Project managers
| PM | Vendor | Invoice | Project | Total | Submitted | Days | Status | Open |
|---|
PM invoice detail
Email body
Timestamp history
Invoice notes
Settings
Review current access, group membership, mappings, and sign-in method.
Read email bodies and apply extraction rules to the currently visible Missing Info invoices. Complete attachment results remain authoritative.
Invoice review