Posted value by organization Grouped
Sum posted document gross amounts by organization and posting date.
Explain posted value, statement basis, cash applications and exceptions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 43 | ||
| Review | 19 | 44% | |
| Approved | 8 | 42% | |
| Posted | 1 | 13% |
Sample totals per stage
Sum posted document gross amounts by organization and posting date.
Group completed statements by contract and period end, with eligible units and rate.
List each decision, reviewer, source revision, date and reason.
Compare debit and credit line totals for each posted journal.
Compare verified receipt amounts with linked applications and reversals.
Show posted journals and their associated accounting periods.
Show failed and needs-review operation receipts with action and reason.
Group accounting documents by counterparty, status and gross amount.
Start free, then use Proto to change fields, steps and approvals before your team goes live.