Accounts Payable
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      AP Accounting Dashboard

      The AP Accounting Dashboard in Tai TMS provides a real-time snapshot of your payables workflow, helping your team manage outstanding bills, monitor variances, and ensure vendors are paid on time.

      Key Dashboard Components

      The AP Accounting Dashboard provides several metrics, each linked to deeper reports for analysis:

      1. Ready for Billing

        • Displays the total number of vendor bills ready to be approved/processed.

        • Clicking this metric opens the Approve Bills page, filtered by the selected month.

      2. AP Variance List

        • Shows the number of bills with pricing discrepancies or variances.

        • Use this to quickly identify bills that need review or resolution before approval.

      3. AP Open Bill Count

        • Shows the total count of open AP bills that have not been approved or paid.

        • Clicking this metric takes you to the Bills Search page to drill into individual transactions.

      4. AP Open Amount (Visible to IT Support and AP Payments roles)

        • Displays the total dollar amount of all open AP bills for the selected month.

        • This helps accounting teams understand current liabilities and prioritize high-value payments.

      AP Open Bill Count and AP Open Amount are Visible only to users with AP Payments permissions. More information about permissions is available HERE.

      Monthly View & Data Refresh

      • Month Selector:
        Use the dropdown menu to switch between months and review historical or current AP data.

      • Real-Time Updates:
        The dashboard shows a timestamp for the last update at the bottom right corner. If new bills or updates are entered, refresh the page to load the latest metrics.



      Tip: If you change the month, the dashboard automatically refreshes to reflect the updated data.

      Dashboard Refresh Data

      To ensure the AP Accounting Dashboard loads quickly, it uses a feature called caching. This means the dashboard saves a copy of the data it retrieves and temporarily displays that saved version for a short period of time.

      How Often Is the Data Refreshed?

      • Dashboard data is automatically refreshed every 60 minutes.

      • If you return to the dashboard within that time, you’ll see the most recently saved version, which loads faster.

      • After 60 minutes, the system will retrieve updated data the next time you access or reload the dashboard.

      How to Manually Refresh?

      If you need the latest data before the automatic refresh, you can switch to a different accounting month and then switch back.

      How does this Dashboard help you?

      • Quickly Identify Bottlenecks in bill processing or approval.

      • Stay Ahead of Vendor Payments by tracking open amounts and bill counts.

      • Reduce Errors by reviewing the AP Variance List to catch discrepancies early.

      • Gain Transparency into the monthly AP workflow, making it easy to prioritize action items.