Invoice workbench is available to users who have AP audit or AP audit ready-only access. If you are unable to view the invoice workbench, please contact AppZen support for help.
The Invoice workbench can be divided into two parts:
The AP Tiles gives the auditor a high-level audit view or a snapshot of the audited invoices within AppZen. You can click on the tiles for more detail information.
Risk Score Distribution - Shows the percentage of low, medium, and high-risk invoices
Top 3 High-Risk Header Level Audit Models - Shows the percentage of high-risk invoices detected for header level audit models. This percentage value is based on the number of high risk invoices detected for that audit model amongst all invoices marked as high risk by AppZen
Top 3 High-Risk Line Level Audit Models - Shows the percentage of high-risk invoices detected for of line-level audit models. This percentage value is based on the number of high risk invoices detected for that audit model amongst all invoices marked as high risk by AppZen.
Supplier Information - Shows the number of total suppliers and top payment terms ingested in AppZen system. Please note that this tile cannot be clicked for more information.
Filters and Advanced Filters :
All the tiles except the supplier information can be used as an advanced filter. For example, clicking on the "Suspicious Address Check" will automatically populate the advance filter. All the invoices that are flagged with Suspicious Address will be listed on the workbench.
Alternatively, under "Risk Score Distribution" clicking on the high-risk invoice will auto-populate the filter by the "high risk" checkbox and all high-risk invoices will be listed on the workbench.
Furthermore, the auditors can use advanced filters by selecting a criteria or rule from the dropdown list as shown in the picture below. Please note that once you select the criteria, please click on the plus sign at the end to add the filter and then click on apply filters button.
You can select high, medium, or low risk in the filter by boxes to quickly see all the invoices that are flagged under a certain status.
Within the search window, you can use the heads of each column to view invoices within a search/filter criteria. Specifically, you can search by: