Reading Transaction Insight
Plans: Pro
Most of the panel compares this transaction with others of the same type for the same customer or vendor over the last 12 months. For example, a vendor bill is compared with that vendor's other bills.
The summary
The top of the panel shows:
- Transactions (12 mo): how many transactions of this type the entity had, with the entity's name, the start date and the type.
- Last activity: the date of the most recent one.
- Total, Avg, Max and Min: their amounts.
Next to the summary are three rings:
- 30d share: this transaction's amount as a share of the last 30 days' total.
- Recency: days since the last transaction of this type.
- Avg/max: the average amount as a share of the largest one.
The cards
- Amount Anomaly compares this transaction's amount with the 12-month average, for example "Above average: 2.3x". It also shows the largest amount.
- Frequency compares the number in the last 7 days with the average week, for example "Above avg: 4 vs 1.2 avg/wk".
The colour tells you whether the difference is good news:
- Customer transactions (invoices, payments, cash sales and so on): above average is green, below is red.
- Vendor transactions (bills, bill payments, purchase orders, checks, expense reports): below average is green, above is red.
- Other transaction types: the cards stay neutral.
Anything within 10% of the average shows as Near average or Normal.
Recent Transactions
This list shows the last 10 transactions of any type with this customer or vendor, newest first. Click a column heading to sort, or click Hide details to fold the list away.
Tip: Click the transaction type to open that transaction, or click the small icon next to it (Open in side panel) to open it beside the one you're on.
Getting the latest numbers
Insight doesn't update by itself. After a change, or if you reopen it within a few minutes, click Refresh.