Dashboard and Daily Monitoring

Why Monitoring Matters

Daily visibility helps your team:

• catch validation and dispatch issues early
• prioritize exception handling
• keep month-end reconciliation clean

Dashboard Views to Check Daily

• total invoices by status
• failed validation or dispatch counts
• aging items that remain unresolved
• credits or adjustments posted today

Suggested Daily Routine

1. Check exception widgets first (errors, failed dispatches).
2. Assign owners for each exception batch.
3. Confirm fixes and retries before end of day.
4. Capture unresolved blockers for the next shift.

Weekly Monitoring Review

• compare weekly totals vs previous week
• track recurring failure categories
• review team response times
• adjust ownership when bottlenecks appear

Escalation Signals

Escalate immediately when:

• failure rates trend upward for multiple days
• one team queue remains blocked for more than one business day
• high-value invoices stay unresolved near close periods

Continue with Settings and Configuration.