Dashboard
Welcome back, User!
Here's what's happening with your accounts payable operations today.
User Management
Manage all system users and their permissions
| User | Phone | Department | Manager | Status | Created Time | Actions |
|---|
| Section | View | Action | Full Access |
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Email Invoice Queue
PDF invoice attachments received from vendor emails are stored here for review and processing.
| Queue ID | Vendor Name | Sender Email | Email Subject | PDF Attachment | File Size | Received Date & Time | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| No new vendor invoice attachments have been received. | ||||||||
No new vendor invoice attachments have been received.
Only PDF attachments received from verified Vendor Master email addresses after queue activation will appear here.
Upload Document
Drag & drop your invoice PDF to start automatic processing
Drag & Drop your invoice PDF here
Document will be processed automatically
All Data Command Center
Search, review, track, and manage every processed Invoice, PO, and GRM record from one workspace.
Customize Table
Configure column order, visibility, and reusable layouts for your work queues.
Exceptions
Centralized exception handling to block risky invoices, assign owners, and release only validated records.
Exception Queue
Review blocked invoices, assign ownership, correct data, and release only clean invoices into approval.
| Exception ID | Invoice ID | Vendor Name | Error Type | Description | Priority | Status | Assigned To | Created Date | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Loading exceptions... | |||||||||
Audit
Track every submitted application and review its full history.
Applications Audit Log
Click a row or vendor name to open the audit detail page. Use Log or Workflow for the popup trail.
| Vendor Name | Document Type | Status | Submitted By | Submitted At | Action |
|---|
Application
Summary
Line Items
Tax Calculation
Custom Fields
Raw Extracted Data
Purchase Order Summary
PO Document
PO Line Items
GRM Summary
GRM Document
GRM Line Items
Vendor Profile
Banking Information
History
Email Details
Comments
Review
Approval requests assigned to your account.
| Uploaded By | Submission Time | Vendor Name | Priority | Status | Action |
|---|
Review Request
Select a request to review.
Invoice Summary
Uploaded Document
Line Items
Purchase Order Summary
PO Document
PO Line Items
GRM Summary
GRM Document
GRM Line Items
Tax Calculation
Document Summary
Matching Configuration
Matching Results
Document Comparison Viewer
Vendor Profile
Bank Details
Request Information
Admin Remarks
Approval Timeline
Track
Monitor approval applications and multi-approver progress in real time.
| Application ID | Invoice Number | Status | Submitted Time | Action |
|---|
Track Details
Real-time approval progress for the selected application.
| Approver | Status | Approval Request Sent Time | Decision Time | Duration |
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Track My Team
Monitor pending approvals, workload delays, leave conflicts, and delegation activity for your team.
Team Pending Requests
| Invoice Number | Vendor Name | Amount | Current Approver | Assigned Date & Time | Pending Duration | Action |
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Team Members
| User Name | Email ID | Phone Number | Status | Action |
|---|
User Tracking
User analytics, approvals, session activity, access visibility, and calendar insights.
Session Monitoring
| Login | Logout | Status |
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Calendar Event Tracking
Approved History
| Invoice Number | Vendor Name | Approval Date |
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Rejected History
| Invoice Number | Vendor Name | Rejection Date | Reason |
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Access Visibility & Override
| Module | Read | Action | Full |
|---|
Process Document Analytics
Team Chat
Connect with your team and department channels.
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Employee Overview
Requests
Admin Chat
Direct line with the Admin team.
Admin Team Chat
Broadcast updates, message departments, or chat 1:1 with users.
Organization Chat
All users • Broadcast channel
Team Chat
Connect with your manager and teammates from one place.
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Admin Chat
Direct line with the Admin team.
Calendar
Company holidays and personal time-off planning, aligned with approvals.
Current Month Summary
Month overview
| Type | Count | Details |
|---|---|---|
| No month summary available. | ||
Today's Events
No date selected.
Create Event
Add personal events or company holidays.
Upcoming
Next 10 events on your calendar.
Calendar Approvals
Review and action leave requests submitted by team members.
Approval Details
Track your submitted calendar requests and approval decisions.
Inbox
Read-only Gmail inbox for connected admin accounts.
Team Calendar
Organization holidays and team leave requests in one view.
Selected Date
No date selected.
Organization Calendar
Create organization-wide events across multiple dates.
Organization Calendar Access
Select HR team members who can create and manage organization events.
Selected Dates
Event Details by Date
Add unique event details for each selected date.
ARK PETALS Dashboard
Live overview of invoice processing, vendor activity, and document health.
Review Queue
Approvals and reminders needing attention
Activity Log
Latest processing events
Processed Documents
Distribution by document type
Document Trends
Last 6 months processing volume
Financial Analytics
Quick visibility into exceptions, invoice value trends, and approval performance.
User-wise Level 1 Approval Performance
Approved, rejected, and pending workload by user.
Approval Trend
Invoice Amount Trend
Total invoice amount by selected period.
Approval Status Breakdown
Level 1 and Level 2 completion vs pending by period.
Details
Select a card to view details.
Review Reminder
Open the request details before deciding.
My Tasks
Track your open work, reminders, and follow-ups.
Today's Tasks
System Log
Track every login session with detailed application history.
| User Name | Login Time | Logout Time | Session Duration | Status |
|---|---|---|---|---|
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Loading sessions...
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Report Center
Advanced analytics for users, vendors, approvals, and system activity.
User Report
Session history, document processing, approvals, and calendar analytics.
Approvals vs Rejections
Document Breakdown
Daily Session Duration
Documents Processed Trend
Login Sessions
| Login | Logout | Duration | Status |
|---|---|---|---|
| Select a user to view sessions. | |||
Calendar Events
| Event | Type | Date | Status |
|---|---|---|---|
| Select a user to view calendar events. | |||
Vendor Report
Invoice trends, transaction frequency, and vendor-specific insights.
Invoice Volume & Amount
Transaction Mix
Transaction Frequency
Daily Activity
| Date | Invoices | Total Amount |
|---|---|---|
| Select a vendor to view activity. | ||
Vendor Insights
Invoice History
| Invoice Number | Invoice Date | Total Amount | Status | Next Stage | Processed Date |
|---|---|---|---|---|---|
| Select a vendor to view invoice history. | |||||
Vendor Details Update Log
| Fields Changed | Old Values | New Values | Submitted Date | Approved/Rejected Date | Status | Reason |
|---|---|---|---|---|---|---|
| Select a vendor to view the update log. | ||||||
Current Agreement
Agreement History
| Agreement | Start Date | End Date | Status | Updated Date |
|---|---|---|---|---|
| Select a vendor to view agreement history. | ||||
Processed Documents
Track processing volume, document mix, status trend, and processing activity.
Document Type Breakdown
Daily Processing Trend
Status Breakdown
Processed Documents Table
| Document ID | Type | Status | Created Date | Last Updated |
|---|---|---|---|---|
| No processed documents found for selected filters. | ||||
Level 1 Approval Report
Monitor Level 1 request volume, outcome status, and approval trend.
Status Breakdown
Approval Trend
Level 1 Request Table
| Document ID | Vendor | Status | Approved By | Date |
|---|---|---|---|---|
| No Level 1 approval data for selected filters. | ||||
Level 2 Approval Report
Track final approval stage (Level 2) status and monthly completion trend.
Approval Status
Monthly Approved Trend
Level 2 Request Table
| Document ID | Vendor | Status | Final Approver | Date |
|---|---|---|---|---|
| No Level 2 approval data for selected filters. | ||||
Exception Report
Analyze exception types, status movement, and issue resolution throughput.
Exception Type Breakdown
Status Breakdown
Exception Trend
Exception Table
| Exception ID | Document ID | Error Type | Status | Assigned To | Date |
|---|---|---|---|---|---|
| No exceptions found for selected filters. | |||||
Vendor Reports
Monthly and overview PDF reports for the selected vendor.
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Monthly Reports
| Month | Invoices | Total Amount | Status | Actions |
|---|---|---|---|---|
| Select a vendor to view monthly reports. | ||||
Vendor Master
Manage vendor onboarding, details, and templates in one place
| Vendor Name | Contact | Type | Tags | Document Types | Status | Actions |
|---|
Vendor Agreement Details
Agreement details for selected vendor
Vendor Detail Request Review
Review submitted vendor detail requests and approve or reject changes
Recent Activity
Old Data
New Data
Workflow Configuration
Configure, manage, and monitor approval workflows across the organization.
Settings
Configure system settings and preferences
Configure system-wide settings and notification preferences.
Payment approval workflows
Control which payments need approval and who can approve them.
Amount Range Approval
Create amount ranges and assign users who should receive notifications for invoices within those ranges.
Loading Amount Ranges...
Please wait while we load your amount ranges.
Manager Level
Automatically populated from User ManagementManagers and their team members are automatically loaded from the User Management section.
Loading Manager Hierarchy...
Please wait while we load the manager data from user management.
CFO level
Configure CFO users who should receive notifications for high-value invoices.
No CFO Added
Add CFO users to set up CFO-based notifications.
Department level
Configure notifications by department and amount rangesSet up amount ranges for each department and select users to notify within those ranges.
Loading Departments...
Please wait while we load departments from user management.
Add a Payment Approval Workflow
When this happens, Invoice Amount Range
Then do this
PO approval workflows
Control PO approvals with a dedicated workflow configuration.
Do you want to sync with Invoice Approval Workflow ranges?
Amount Range Approval
Create amount ranges and assign users who should receive notifications for POs within those ranges.
Loading Amount Ranges...
Please wait while we load your amount ranges.
Add a Payment Approval Workflow
When this happens, PO Amount Range
Then do this
CFO level
Configure CFO users who should receive notifications for high-value POs.
No CFO Added
Add CFO users to set up CFO-based notifications.
Department level
Configure notifications by department and amount rangesSet up amount ranges for each department and select users to notify within those ranges.
Loading Departments...
Please wait while we load departments from user management.
Approval Templates
Create reusable, versioned approval workflows for document-specific routing.
| Workflow Name | Description | Total Steps | Created Date | Current Version | Actions |
|---|---|---|---|---|---|
| Loading approval templates... | |||||
Add Approval Templates
Details
| # | Name * | Users * | All Approval Required | Action |
|---|
Version History
Approval Flow Configuration
Configure how invoice approval notifications are sent based on amount and department.
System Settings
Manage company profile, branding, and core system behavior.
Company Settings
View and manage company details, contact information, and legal information.
Profile Settings
Manage your account profile and edit contact information.
Email Notification
Decide which email notifications to receive about account activity, payments, or vendors.
Notification Preferences
If a rule is ON, emails are sent for that event. If OFF, no email is sent.
Email updates sent to vendors during onboarding, approval, finance review, and payment.
Email vendor when a vendor is created
Notifies the vendor immediately after profile creation.
Email vendor when an invoice is submitted
Sends confirmation as soon as invoice submission is completed.
Email vendor when an invoice is approved/rejected during approval flow
Shares approval-stage decisions with the vendor in real time.
Email vendor when an invoice is approved/rejected at the finance level
Informs vendor once finance performs the final decision.
Email vendor when an invoice is marked as paid
Confirms payment completion for finalized invoices.
Vendor Agreement Expiry Alert
Sends agreement renewal reminders before expiry and after missed expiry.
Vendor Report – Send Monthly Report
Automatically sends the previous month's vendor report to eligible vendors on the 1st day of every month.
Approval and payment reminders for internal users and finance teams.
Email user when they are assigned for approval
Notifies assigned approver when action is required.
Email finance portal users when a request is sent for finance-level approval
Alerts all configured finance users for finance-stage decisions.
Send reminder emails every 24 hours if an approval is pending
Runs daily reminders until pending approval is actioned.
Email pay portal users when a bill is near its due date
Warns payment users before bill due dates to prevent delays.
Email users for My Notes task reminders
Sends scheduled reminder emails for personal and system-generated My Notes tasks.
Email Template Editor
Create a professional email using structured header, body, and footer sections.
Section Help Content
Upload one PDF per section. Users will see the mapped document when they click the “?” help icon.
System Log Settings
Manage retention rules, export deletion-targeted logs, and perform secure cleanup.
Log Cleanup Configuration
Choose how many recent months to retain before deleting old logs.
Cleanup Preview
Archive Completed Data
Control how long completed or resolved records remain visible in active operational tables.
Archive Mode
Choose one policy model for completed review, vendor detail request, exception, track, and audit records.
Smart Retention
Applies the same retention period to all completed related records.
Individual Rules
Configure retention independently for each completed record type.
Impact Preview
Preview records that will be hidden from active tables. Original data remains intact.
Archived Data
Search and restore archived records without changing workflow status.
| Record | Vendor | Invoice | Status | Completion Date | Action |
|---|---|---|---|---|---|
| Archive policy has not been loaded. | |||||
Flash News Settings
Manage dashboard announcements, smart alerts, ticker timing, and custom news colors.
Enable / Disable Controls
Choose which news types appear in the dashboard ticker.
Scheduling Controls
Configure how often the ticker appears and how long it stays visible at startup.
Custom Flash News
Create enterprise announcements with custom colors.
Portal Label Management
Customize module names, menu items, sections, and portal labels for this organization.
Module and Section Rename Configuration
Changes apply only to this organization and only in the validation portal.
| Original Name | Current Display Name | Type | Actions | Last Updated By | Last Updated Date |
|---|---|---|---|---|---|
| Open Portal Label Management to load labels. | |||||
Company Settings
View company details, contact information, and legal information.
Keep organization profile details accurate for branding and compliance.
My Plan
View the active subscription and current organization usage.
Portal Label Management
Customize the names of modules, menu items, sections, and portal labels for this organization.
Rename validation portal labels without affecting other organizations.
Profile Settings
Manage your account profile and edit contact information.
Review your account details, upload your profile picture, and keep contact data current.
Email Notification
Decide which email notifications to receive about account activity, payments, or vendors.
Manage vendor and user email alerts with dedicated ON/OFF controls.
Flash News Settings
Control dashboard announcements, birthday alerts, task reminders, approvals, exceptions, and custom ticker colors.
Create a centralized enterprise announcement bar for all dashboard users.
Section Help Content
Upload and maintain one PDF help document per section.
Open section-wise help content management with upload, replace, and preview controls.
Session Timeout
Configure how long users can stay inactive before being prompted.
Due Date Calculation Policy
Choose the base date used when an invoice has no due date.
Document Extraction Method
Select the extraction engine used when Process Document reads uploaded invoices.
ERP Integration
Connect SAP, Oracle, Tally, or a custom ERP and enable bi-directional sync.
Data Synchronization
System → Integration Layer → ERP API
Field Mapping Configuration
Define System Field ↔ ERP Field mapping for transformation.
| System Field | ERP Field |
|---|
Integration Logs
| Timestamp | ERP | Direction | Entity | Status | Success/Failed | Action |
|---|
PO Approval Workflow
Manage dedicated PO approval routing, sync options, and review integration.
Do you want to add PO Approval Workflow separately?
System Log Settings
Configure log retention, export targeted logs, and run secure cleanup workflows.
Manage database growth while keeping control over audit exports before deletion.
Archive Completed Data
Configure automatic archiving and retention rules for completed and resolved records.
Hide older completed operational records from active views without deleting source data.
Finance Portal Authorization
Select departments for Finance Portal and choose whether they can also use the Validation Portal.
Loading Departments...
Fetches departments from user management.
Pay Portal Access
Select departments for Pay Portal and choose whether they can also use the Validation Portal.
Loading Departments...
Fetches departments from user management.
Gmail Setup
Connect read-only Gmail inboxes for admin review.
Connected Accounts
Section Help Content
Upload and maintain one PDF help document per section.
Open section-wise help content management with upload, replace, and preview controls.
Approval Policy
Control how multi-approver decisions are handled.
System Preferences
Save or reset global timeout, finance access, and approval policy settings.
ARK PETALS Dashboard
Security Settings
Security controls will appear here when configured.
ERP Integration
Manage ERP connections, sync configuration, and integration logs
Master Data Synchronization
Configure vendor, PO, and GL synchronization behavior.
Field Mapping Configuration
Define System Field to ERP Field mapping for transformation.
| System Field | ERP Field |
|---|
Transaction Sync
Monitor and trigger transaction sync for invoices, payments, and approvals.
Integration Logs
| Timestamp | ERP | Direction | Entity | Status | Success/Failed | Action |
|---|
Message / Comment (Optional)