Overview of Using Work Areas to Streamline Business Processes

Use work areas to gain instant insight into your business and identify potential problems with processing transactions. Work areas are available in areas such as Accounts Payable Invoices, Accounts Receivable, Billing, Advanced Collections, and Fixed Assets.

Work areas can include the following:

• Infotiles

• Content area

• Actions toolbar

• Tasks panel tab

• Search panel tab

• Reports and Analytics panel tab

Infotiles

Infotiles summarize a high volume of transactional information. You can quickly identify potential problems and prioritize your daily activities by scanning the infotiles and accessing transaction details.

For example, select an infotile to display corresponding transactional information in the content area. You can also click links in the infotile to filter the records in greater detail in the content area.

Content Area

The content area displays transactional information related to the infotile you select. You can review the detailed information and take the necessary action.

For example, click the item link in the table to drill down to transaction-level information. You can perform multiple actions on the transaction, such as editing the invoice, approving or rejecting the transaction, and posting the invoice to the ledger.

Actions Toolbar

Use the actions toolbar to perform a range of activities on one or more rows you select in the content area.

For example, select a transaction row and use the View menu to view the transaction in more detail. You can export the data to an Excel worksheet, detach the pane, approve or reject one or more transactions, as well as apply additional filters.

Tasks Panel Tab

The Tasks pane includes tasks that are related to the work area and that you have access to perform.

For example, create an invoice, review journal entries, create mass additions, and manage accounting periods within a task pane.

Search Panel Tab

Search enables you to find a specific transaction using search criteria related to the work area.

For example, search on an invoice number or supplier in the Invoices work area to find a specific transaction.

Reports and Analytics Panel Tab

The Reports and Analytics panel tab contains predefined reports as well as a folder for you to set up your own reports.

For example, use the predefined reports to perform a deeper analysis on invoices above a certain dollar amount without a PO. You can also access reports that you have copied and modified and stored in your own folder.