The Invoice Insights feature provides a visual graph that appears when you view invoice details in the Invoicing module. It allows you to see changes in invoice amounts for the supplier over time - invoice by invoice - along with a running total for the supplier.
Note:
Insights are only available when there are at least two invoices in ExpenseIn for the supplier.
Insight data compares the invoice you're viewing with the previous invoice for the same supplier. If an invoice is deleted, the system will use the next available previous invoice for that supplier.
Insights do not display data against draft invoices with the red Incomplete label. These invoices are also excluded from comparisons for other invoices.
If a supplier has invoices in different currencies, the Insights data will be converted into your account's base currency. A warning will be shown where this applies.
What the Invoice Insights graph shows
The graph displays increases and decreases in invoice amounts across months and years for a supplier. Alongside the graph, you'll also see the following information:
Invoices - the total number of invoices recorded for the supplier.
Credit notes - the total number of credit notes recorded for the supplier.
vs previous invoice - a comparison between the invoice you're viewing and the last invoice uploaded for the supplier.
Reference - the invoice reference of the invoice being used for comparison (shown in brackets, e.g., SI-10945).
Amount - the amount of the invoice being compared (e.g., £50.34).
Percentage change - how much more or less the current invoice amount is compared to the previous invoice for the supplier.
Total - the running total of all invoices (and credit notes) for the supplier.
Invoice Insights in My Invoices
If you have access to the My Invoices area in the Invoicing module, you can upload, review and submit invoices or credit notes from this area.
Once an invoice or credit note has been uploaded, you can review and edit the draft to ensure a supplier is assigned. After assigning the relevant supplier, click on the invoice to expand the invoice details and view the Insights.
Note: Invoice Insights will also display against Awaiting Approval and Approved invoices within My Invoices.
Invoice Insights in Approval
If you're an approver for the Invoicing module, you can access the Approval area to approve and reject invoices.
When viewing invoices awaiting your approval, you can click on an invoice to expand it and view the Insights for that invoice.
Note: Invoice Insights will also display for Approved and Rejected invoices within the Approval area.
Invoice Insights in Finance
If you have access to the Finance area in the Invoicing module, you can view Draft, Rejected, Awaiting Approval, Approved and Completed invoices.
When viewing invoices in any of these sections, you can click on an invoice to expand it and view Insights for that invoice.
Note: You can also use the Search section to find specific invoices.