Summary: Invoice Origin Discovery dashboard visualizes invoice origin landscape with views into invoice volumes per invoice origins, which suppliers are using the preferred origins and how metrics and KPIs are affected by invoice origins.​ This dashboard offers a granular breakdown of invoice origins into e-invoice, PDF, Smart PDF, EDI, Scan and capture, Basware P2P etc. You can analyze suppliers based on either Basware’s standard E-invoice categorization. There is also the flexibility to define your own KPI to see the performance of other invoice origins​. The bottom part of the dashboard gives in-depth insights about suppliers. This includes an innovative supplier categorization based on how compliant they are in using e-invoices.

Filters

• Data Source Time Filter - Determines the amount data that's loaded on to a dashboard. The shorter the time period the better performing the dashboard is. 
• Time frame - Enables a user to select the time period for analyzing the data. 
• Organization Name - Enables filtering of the dashboard for selected organizations.
• Supplier Name - Enables filtering of the dashboard for specific suppliers.
• Select invoice origins for my selection - Enables a user to select/deselect specific invoice origins for my selection calculations on the dashboard. The selections made will be reflected on My selection KPI, Impact to key metrics, Supplier categories, and the supplier list

1. E-Invoice Rate

• Percentage of invoices that were delivered as e-invoices out of all invoices processed.​
• ​E-invoices include the following invoice origins:​
• • Electronic invoice from direct Basware connection or virtual operator​
  • Electronic invoice from another e-invoice service provider (operator) network​
  • Electronic invoice from Peppol network​
  • Electronic invoice from point-to-point EDI integration​
  • Basware Supplier Portal key-in​
  • Basware Supplier Portal PO-flip​
  • Basware P2P chargeback​
• PDF invoices delivered by email, Basware Scan and Capture, or any other origins are not considered e-invoices.​

How it's calculated?

An invoice is flagged as e-invoice if the invoice origin data for the invoice indicates that it is received via any of the above mentioned invoice origins.

2. My Selection Rate

• Percentage of invoices that were delivered based on 'my selection' out of all invoices. You can define your own KPI by selecting required invoice origins from filter section.

How it's calculated?

Percentage of all invoices that has the invoice origin as any of the selected ones in the filter out of all invoices processed.

3. Impact to Key Metrics

• This section maps out the outcome of three KPIs  - invoice arrival (days), on-time payment rate & touchless rate for e-invoices, non e-invoices and My Selection.
• Each column represents the outcome of a single origin bucket.  E-invoice & non-E-invoice are visible at all times. My Selection is visible on when the user has made a selection of origins for My selection rate.​
• Average invoice arrival time is the average time for an invoice to arrive in Basware P2P after the supplier has issued it.

How it's calculated?

• Invoice arrival is calculated as the difference between the invoice date and creation date.
• For On-time payment rate calculation please refer to Touchless Invoice Processing dashboard documentation
• For Touchless rate calculation please refer to Touchless Invoice Processing dashboard documentation

4. Supplier Categories:

• ​This visualization categorizes your suppliers into fully compliant, non-compliant, or partially compliant based on Basware standard e-invoice classification. If you have selected invoice origins for this dashboard, supplier categories for the selected invoice origins are also shown. Suppliers are categorized based on how they have sent invoices for the past 12 months.​

How it's calculated?

This section includes all suppliers who has sent an invoice in the past 12 months. Supplier name is obtained from invoice data.

5. Supplier list

• This visualization provides visibility into all your suppliers and the invoice volumes they send over time. ​The categories are as below:  
• • Fully compliant suppliers: Suppliers who has sent only e-invoices​
  • Partially compliant suppliers: Suppliers who sent both e-invoices and non-e-invoices​
  • Non-compliant suppliers: Suppliers who has sent only non-e-invoices​
• Supplier listing is categorized to Basware Standard and My selection. The list shows the number of invoices from each supplier which are compliant and not - compliant based on the selected compliance definition.​ The supplier listing is filtered to compliant, non-compliant or partially compliant according to the context filters from supplier classification​
• Partially compliant will show both compliant and non-compliant volumes for each month where applicable. The other 2 compliance categories show just the volume as per the category. ​When looking at the partially compliant category, the dimension 'supplier status' shows the performance of each supplier based on the channels used in the last 12 months. This aims to provide users into how their suppliers are trending – either improving, regressing or no change. ​

How it's calculated?

Supplier name is obtained from invoice data. All the invoices where supplier name matches a given supplier is summed to get the total number of invoices per supplier.

6. Invoice origin breakdown

• Pie chart shows the breakdown of total invoice volume into various invoice origins for the reporting period.
• Bar chart below it shows the volume of invoices per month with the proportion of each invoice origin indicated with the same color scheme as in the pie chart.