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Trending dashboard (Accounts Payable)

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn about the Trending dashboard for accounts payable analyses.


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Change the vendor summary view

Open the Vendor Summary menu and make your selection to change the summary view. The table and graph below, which display ending balances by default, will update to reflect your selection.

Ending balances view

The table updates to display the following columns:

  • Vendor Name
    The vendor name, with any that did not exist in prior periods marked as new.
  • Related
    Shows which vendors are related parties, if available.
  • Current period
    The ending balance as-at period end, based on your analysis period for the current period
  • Prior periods (PP1-PP4)
    The ending balance as-at period end, based on your analysis period for the prior period
  • Variance
    The dollar value change in the ending balance between the prior and current period.
  • % Change
    The % change in the ending balance between the prior and current period.
ap-trending-ending-balance__1_.gif

The Trend graph will update to display the trend of total accounts payable showing ending balances, which shows the ending balance of each month for all periods of data.

Total net purchases view

The table will update to display the following columns:
  • Vendor Name
    The vendor name, with any that did not exist in prior periods marked as new.
  • Related
    Shows which vendors are related parties, if available.
  • Current period
    The total net purchases based on your analysis period for the current period
  • Prior periods (PP1-PP4)
    The total net purchases based on your analysis period for the prior period
  • Variance
    The dollar value change in the total net purchases between the prior and current period.
  • % Change
    The % change in the total net purchases between the prior and current period.
  • % of total net purchases
    A vendor’s contribution (%) to the total of all net purchases.

ap-trending-total-net-purchases__1_.gif

The Trend graph will update to display the trend of total accounts payable showing total net purchases, which shows the total net purchases of each month for all periods of data.

Days purchases outstanding view

The table will update to show the following columns:

  • Vendor Name
    The vendor name, with any that did not exist in prior periods marked as new.
  • Related
    Shows which vendors are related parties, if available.
  • Current period
    The days purchases outstanding based on your analysis period for the current period
  • Prior periods (PP1-PP4)
    The days purchases outstanding based on your analysis period for the prior period
  • Variance
    The change in days purchases outstanding between the prior and current period.
  • % Change
    The % change in days in purchases outstanding between the prior and current period.

ap-trending-days-purchases-outstanding__1_.gif

The Trend graph will update to display the trend of total accounts payable showing days purchases outstanding of each month for all periods of data.

Note: If a vendor is not carrying a balance or no sales are made during a given period, no data will be displayed on the trend graph for that period.

AP turnover ratio view

The table will update to show the following columns:

  • Vendor Name
    The vendor name, with any that did not exist in prior periods marked as new.
  • Related
    Shows which vendors are related parties, if available.
  • Current period
    The AP turnover ratio based on your analysis period for the current period
  • Prior periods (PP1-PP4)
    The AP turnover ratio based on your analysis period for the prior period
  • Variance
    The change in AP turnover ratio between the prior and current period.
  • % Change
    The % change in AP turnover ratio between the prior and current period.

ap-trending-turnover-ratio.gif

The Trend graph will update to display the trend of total accounts payable showing AP turnover ratio of each month for all periods of data.

Note: If a vendor is not carrying a balance or no sales are made during a given period, no data will be displayed on the trend graph for that period.

Use the vendor summary table

Sort columns

Columns with a double arrow can be sorted in ascending or descending order by selecting the column header. The darker of the arrows indicates whether the list is sorted in ascending or descending order.

trending-table-sorting.gif

 

Add and remove columns

Select Columns on the right side of the table to open and close the columns menu.

Check the box next to each column you want to display.

trending-table-adding-columns.gif

 

Reorder columns

Click and drag the desired column header left or right into its new location.

trending-table-reorder.gif

 

Pin columns

Pinning columns ensures they will stay in view when scrolling horizontally.

Hover over the column header you want to pin, click the menu icon and hover over Pin Column. Select where the column should be pinned: Left, Right or No Pin (default).

trending-table-pin-column.gif

 

Drill down to the data table

Using the drill-down icon on any row will take you to the Data Table dashboard, where you can see a filtered view based on your selection.

ap-trending-drilldown.gif


Use the Trend graph

Select and compare vendors

By default, the Trend graph displays the trend of total accounts payable. 

Use the Trend of menu to find the vendors you want to display. Select the desired vendors to update the graph.

Selecting multiple vendors will produce a trend line for each. You can also compare a vendor to the total accounts payable.

selecting-vendors.gif

Change the time interval

By default, the Trend graph displays data in monthly intervals. Use the View By menu to display the data by month, period, or quarter.

time-interval.gif

Change the time window

By default, the Trend graph displays data from the current period, as defined in your analysis. To narrow the scope of the graph, click and drag the time slider to the desired range.

time-window.gif

Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.

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