ANCON · AP Dashboard

ANCON · AP Invoice Board — front-end prototype

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Accounts Payable Dashboard

The team behind the scenes

Accounts Payable

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Your preview · staff see only their own

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Scroll entities

Add certificate

Entity

Creditor

Cover

Reference

Start date

End date

Certificate PDF link

Chase email

Notes

Edit creditor

. Updates save to your creditor list.

Creditor name

MYOB id

Type

Payment terms

Conditional terms

Notes

Wrap into a payment

selected, . Bundles them into one payment.

Payable (EFT Thursday)

The bank and bank remittance are added at payment time in the pay run. The MYOB remittance is prepared on the payment card.

Payment

Add creditor

New supplier for . Saves to your creditor list.

Creditor name *

MYOB id

Type

Payment terms

Conditional terms (optional)

New Invoice

Capture everything now. It lands in your AP Desk Intake lane. Complete it, then send it to the approver.

Invoice

Entity *

Creditor / supplier name *

Creditor type

Creditor email

Invoice number *

Amount inc GST *

Purchase order no

Invoice description

Dates

Invoice date

Date received

Payment terms

Payable (EFT Thursday)

Insurances — status per cover

Workers Comp

Public Liability

Professional Indemnity

Sub Declaration

Documents

Only link what you have at intake — usually just the invoice. Remittances and statements get linked on the card later, once they exist.

Extended invoice file name (optional — added after the supplier in every generated file name, e.g. PETTY CASH TRAVIS)

Invoice PDF

Other (e.g. an email turned into a PDF)

Workflow

Approver *

Source

Data entry path — guides Melissa

Missed cut-off

Notes

Notes / comments

Job Coding

Travis enters the codes so Melissa can allocate correctly in MYOB. Add a line per job.

Documents & Payments

One row per document or part-payment. Paste the PDF link Melissa saved in the folder. For split payments tag them PP1, PP2, PP3…

Edit

Link a Supporting Document

Save your PDF in your approver folder, name it, copy its SharePoint link, then paste it here.

Description (what is it?)

SharePoint link

Document preview

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Update Insurance

Updating here applies to every invoice from this creditor.

Updates

Invoices with new conversation activity. Click one to open it.