This report will highlight percentages and counts of bills exceeding your specified SLA in business days, based on clients or staff/users. It also surfaces productivity metrics such as bills created per month per user/staff. This report will help to determine the following:
- How long does bill processing and approvals take at my firm?
- How does this look per client and per staff member?
- How are we doing in regards to our outlined SLAs?
- How can I look at productivity at the firm and staff level over time?
Accessing the Payables Efficiency Insights Report
Console Administrators can access the Payables Efficiency Insights report:
- Log in to Bill.com
- Select Manage Console
- Select Reports
- Select Payables Efficiency Insights
- Select Time Period
- Select Group By
- Select SLA (business days)
- Select View to display the report in the browser or Download to export the report to a CSV file
The Payables Efficiency Insights report breaks down data via the selected grouping (user or client), compares it to the selected SLA to show a percentage of bills exceeding the selected SLA vs total bills per month, for the selected time period. An overall console-level summary row for each action below is also provided.
The report displays the following bill action's efficiency percentage:
- Bill Created
- Bill Approved
- Bill Denied
- Bill Paid
Things to Know
- Information in this report is historical and doesn't include bills pending action - bill creation counts don't include what's currently in the inbox, approval counts don't include bills that are pending in the approval queue.
- Bill creation totals only include manually created and recurring bills and don't include bills synced or imported from accounting system or other apps.
- Bill approvals, payments include all bills.
- Bill creation and approval counts may not add up because approvals may happen in a different period than creation, and there may be more than one approval per bill.
- Weekends and standard US holidays are excluded while calculating SLA violations