The Avid Dashboard allows you to monitor batches of Accounts Payable transactions submitted to AvidXchange via the Avid Pay portal.
Filters
The following options are available. Choose the appropriate Filters as needed.
- Status: Select to view Validating, Processing, Processing with Exceptions, and Closed transactions, if desired.
- Batch ID: If searching for a specific submitted batch.
- Date: Select a date range to view submitted batches. Additional date filters may appear depending on the chosen option.
- Show All
- Today
- Last 7 Days
- Month to Date
- Year to Date
- Previous Month
- Previous Calendar Year
- Specific
- Less than or equal
- Greater than or equal
- Range
- Order By: If desired, the batches can be displayed in the order that they were entered by clicking the radio button labeled Sequence Entered.
Avid Dashboard Grid
The grid displays submitted batches matching the selected filters with the following columns:
- A selector column with a check box for downloading a copy of one or more Avid Pay files.
- BatchID
- Date
- Number of Payments
- Payment Total
- A download icon for downloading the specific Avid Pay batch file.
To download a single Avid Pay file containing multiple batches:
- Click the appropriate check boxes in the selector column next to each BatchID.
- Click the Download AvidPay File button.
The file will be downloaded locally into a self-designated file location.
Updated