Dashboard

Overview

The Dashboard is the main landing page of the Account Manager Portal and provides a centralised overview of invoice approval activities and operational information. It is designed to give Account Managers immediate visibility into invoices requiring attention, enabling them to efficiently manage daily approval tasks from a single location.

The Dashboard displays summary metrics for invoice approval statuses, including Yet to Approve, Approved, and Rejected invoices, allowing Account Managers to quickly monitor the current approval workload. It also provides direct access to invoices awaiting review, where users can filter invoices, review invoice details, validate AI-generated matching information, and assess invoice data before progressing invoices through the approval workflow. In addition, the Dashboard provides options to refresh the displayed information and export invoice data for reporting purposes.