Instruction outcomes List
Group accounting documents by Status, Organization and requested at, with amount USD for each group.
Read instruction outcomes, provider balances, review trails and cash exceptions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 36 | ||
| Review | 8 | 22% | |
| Authorized | 2 | 25% | |
| Submitted | 1 | 50% |
Sample totals per stage
Group accounting documents by Status, Organization and requested at, with amount USD for each group.
Compare requested at and confirmed at for confirmed accounting documents by Counterparty.
Group factoring reviews by Status and Organization, with submitted at and decision at.
Group cash applications by State and Account, retaining provider event ID and amount USD for investigation.
Show account snapshots by Account and as of with ledger USD and available USD.
Show each accounting documents record with its journal lines Direction, amount USD and Account.
Show each accounting documents record with review decisions Decision, source revision, Reviewer and decided at.
Group operation receipts by result state and Action, retaining operation key and failure reason.
Start free, then use Proto to change fields, steps and approvals before your team goes live.