Track user activity, standard comments, and invoice actions in detail
The Invoice Action Report is a powerful tool in Nimbello that allows you to monitor invoice-level activity, including user actions and comment usage. Whether you’re tracking approvals, follow-ups, or rejections, this report helps you understand who did what and why, across your invoicing process.
🧭 Where to Find It
Navigate to the Reports menu and select Invoice Action Report.
📌 What It Does
This report gives you insight into:
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🗨️ Comment Usage – Identify which standard comments (like "Rejected", "Follow-up needed", etc.) are being used most frequently.
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👤 User Activity – See which users are interacting with invoices and what actions they’ve taken.
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🗓️ Date Filtering – Narrow your results by a specific time frame to target recent or historical activity.
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🧾 Vendor & Group Filters – Run reports by Vendor, User, Approval Group, or Security Group for more focused insights.
🔄 Example Use Cases
| Use Case | How It Helps |
|---|---|
| Track Frequent Rejections | Run a report filtered by a specific standard comment (e.g., "Rejected") to understand how often and why invoices are being returned. |
| Monitor User Involvement | Search by user to see every invoice they've interacted with and what actions were taken. |
| Spot Workflow Bottlenecks | Identify users or approval groups who may be delaying invoices by looking at activity frequency and timing. |
💡 Bonus: Other Related Reports
While you're exploring invoice-level activity, these additional reports may also come in handy:
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User KPI Report – See invoice activity per user, including approvals, redirects, and comments.
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Accrual Report – Track Outstanding Invoices (Helpful During Month-End!)
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The Reconciliation Report – What it is, why it matters, and how to use it
📥 Need Help?
If you need help interpreting this report or customizing it to fit your team’s needs, reach out to Support@nimbello.com—we’re here to help!