Audience: Accounting Manager, Read-Only Accounting Manager, Payment Authorizer
Summary: Learn how to use the Reports tab to review payments, invoices, purchase orders, approvals, and account activity.
Overview
The Reports tab provides visibility into your accounts payable activity. Use these reports to:
- Reconcile transactions
- Review payment history
- Monitor invoices and purchase orders
- Track approval activity
- Investigate synchronization errors
- Research account changes and deleted records
- Respond to audit requests
Most reports can be viewed in MineralTree and downloaded for additional review. Downloaded reports may contain more columns than the on-screen preview.
Report availability, columns, and values may vary based on your ERP integration, enabled payment methods, and account settings. Most downloaded reports also include a Currency column.
Run a report
- Open the Reports tab.
- Select the report you want to run.
- Enter any required information, such as a date range, bank account, or approver.
- Review the results in MineralTree.
- Download the report to view the complete data or work with it outside MineralTree.
Find the right report
Payment Reports
Use payment reports to reconcile payments, review payment history, track payment trends, research card activity, and investigate payment sync failures.
Available reports include:
- Payment Report
- Monthly Payment Totals
- Daily SilverPay Report
- SilverPay Payments
- Credit Card Tracking
- Amex Card Payment Tracking
- Payments Over Time
- Payment Sync Failures
See Payment Reports.
Invoice and Purchase Order Reports
Use invoice and purchase order reports to monitor outstanding invoices, review line-level coding, connect invoices to payments, track purchase order activity, and investigate invoice sync failures.
Available reports include:
- Open Invoices
- Bill Detail
- Bill Payment Detail
- Bill Payment Report
- All Purchase Orders
- Invoice Sync Failures
- Monthly Invoice Capture
See Invoice and Purchase Order Reports.
Approval Reports
Use approval reports to review outstanding approvals, approver activity, approval thresholds, and configured approval rules.
Available reports include:
- Invoice Approval Requests by User
- Pending Invoice Approvals
- Invoice Approval Rules
- Invoice Approval Rules by Approver
See Approval Reports.
Audit Reports
Use audit reports to track vendor record changes, research deleted documents, and review deleted invoices.
Available reports include:
- Vendor Audit Report
- Deleted Documents
- Deleted Invoices
See Audit Reports.