Accounts Payable (Dashboard)
Overview
- Filter row with search, an invoice date range, Status, Vendor Category, Cost Center, and Payment Method, plus a live count of invoices shown and a one-click CSV export of whatever is on screen
- Four KPI tiles – total spend, open balance, overdue, and average days outstanding – beside a collection insight card giving the share of invoices still open and what that balance is worth
- Monthly spend as an area line chart by invoice month, with a hover readout on every point
- Spend by category as vertical bars and spend by vendor as sorted horizontal bars with the value labelled on each
- Open invoices by status as a donut with the invoice count in the middle, plus dot grids for days outstanding and payment method mix
- Invoice timeline plotting each invoice from its invoice date to its due or paid date, coloured by status, with a dashed line marking today
- Largest overdue invoices table with sortable columns – and everything recalculates together when a filter changes
Benefits
- Replaces the weekly aging report and the manual chart refresh that goes with it
- Makes overdue invoices visible while there is still time to avoid a late fee or a vendor call
- Puts every invoice on one timeline against today, so what is about to slip is as clear as what already has
- Gives cost center owners their own view of committed spend without anyone opening the AP system
- Turns a list finance already maintains into reporting, with no new system to buy or roll out
- Exports the filtered invoice set to CSV, so a question raised on the page can be answered off it
- Opens in any browser and can be embedded directly into a SharePoint page
Details
- Build Method: Copilot Dashboard
- Chart Types: KPI card, Area chart, Column chart, Bar chart, Donut chart, Waffle chart, Table
Common Questions About the Accounts Payable Dashboard
What is this accounts payable dashboard built with?
It is built on a standard SharePoint list of invoices, with Microsoft 365 Copilot generating the dashboard page from that list. There is no third-party reporting tool and nothing to license beyond Microsoft 365. The charts, filters, and tables all live on one page that can be embedded in a SharePoint site – the kind of clean, maintainable reporting Greg Zelfond builds for finance teams.
What is included on the accounts payable dashboard?
Four KPI tiles covering total spend, open balance, overdue, and average days outstanding, plus a collection insight card. Below them sit monthly spend, spend by category and by vendor, an open invoices by status donut, dot grids for days outstanding and payment method, an invoice timeline against today, and a largest overdue invoices table. Filters cover date range, status, vendor category, cost center, and payment method.
Where does the dashboard data come from?
A single SharePoint list with fifteen columns – invoice number, vendor, vendor category, invoice date, due date, paid date, amount, currency, status, approver, cost center, PO number, days outstanding, aging bucket, and payment method. Most finance teams already keep a version of this list somewhere.
Does the dashboard refresh automatically from the SharePoint list?
This example carries its data with it, so it opens instantly and works offline, and it is refreshed by regenerating the page from the current list. When a live-refreshing view is the requirement instead, the same numbers can be charted with the Quick Chart web part directly on a SharePoint page, or with Power BI when scheduled refresh is needed.
Should we use Copilot, the Quick Chart web part, or Power BI?
It depends on how much you need. The Quick Chart web part is the lightest option – one chart, pointed at a list, no setup. A Copilot-generated dashboard suits a full page with filters and several linked charts that move together. Power BI earns its place when data volumes are large, sources need joining, or row-level security and scheduled refresh matter.
Can Greg build this dashboard for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he sets up the underlying list, shapes the columns so the charts are worth drawing, and builds the dashboard around the questions your leadership actually asks rather than the ones the data happens to answer. Reach out through the contact page.
