The main navigation bar
Located at the top of your screen, the main navigation provides access to seven core areas of the platform:
1. Processing
Purpose: Your main dashboard for measuring your process effectiveness
The Processing view is your default landing page and provides:
- Backlog view: See total invoices and credits awaiting processing
- Processing overview: Timeline control showing workload across Week (W), Month (M), Quarter (Q) and Financial Year (FY)
- Dashboard cards: Key metrics and analysis at a glance
- Site breakdown: Spending and activity by location
- Supplier analysis: Top suppliers and spending patterns
- Category insights: Spending by purchase category
- Workflow charts: Visual representation of processing, approvals, payments and AP sync status to unearth bottlenecks
When to use: Start here each day to see your workload, check processing status and get an overview of your procurement activity.
2. Orders
Purpose: Create and manage purchase requests and orders
The Orders section allows you to:
- Create new purchase requests
- Create new purchase orders
- View all active purchase orders
- Send orders directly to Suppliers
- Track order status and delivery
- Manage order approvals
- Search and filter orders by various criteria
When to use: Use this section when creating new purchase requests, tracking orders or reviewing order history.
3. Purchases
Purpose: View and manage all purchases and invoices
The Purchases section is where you:
- Upload invoices manually (using the ‘+’ button)
- View all invoices received
- Review invoice details and extracted data
- Edit invoice information
- 2 and 3-way matching – Invoice to Orders and Delivery Notes
- Export purchase data
- Filter by date, supplier, amount or status
- Access purchase history and reports
When to use: Use this when uploading new invoices, reviewing past purchases or preparing exports to your accounting system.
4. Approvals
Purpose: Review and approve pending requests
The Approvals section shows:
- Pending approval requests
- Items awaiting your authorisation
- Approval workflow status
- Historical approval decisions
- Delegation options when you’re unavailable
- Approval stats showing backlog across Orders, Approvals and new Suppliers
When to use: Check this regularly if you’re an approver to authorise pending purchases and keep workflows moving.
5. Payments
Purpose: Manage supplier payments
The Payments section enables you to:
- Execute supplier payments
- View payment status (paid vs. unpaid)
- Process payment batches
- Track payment history
- Manage payment terms and schedules
- View payment trends over time
- Update accounting records with payment timestamps
When to use: Finance teams use this to process payments, schedule disbursements and track payment status.
6. Analysis
Purpose: Access detailed reports and insights
The Analysis section provides:
- System performance metrics, KPIs and ROI
- Supplier Spending analysis
- Trend visualisations over time
When to use: Use this for strategic decision-making, identifying cost-saving opportunities and generating reports for stakeholders.
7. Ask LEDGE
Purpose: Your intelligence agent
LEDGE is your AI assistant that can:
- Answer questions about your data
- Provide intelligent insights
- Help with procurement decisions
- Explain spending patterns
- Suggest optimisation opportunities
When to use: Anytime you need quick answers, insights or help understanding your Organisations data.
Right-Side Navigation
On the far right of the navigation bar, you’ll find additional tools:
Suppliers
Purpose: Access your supplier network
- View all suppliers
- Add new suppliers
- Edit supplier details
- Run supplier verification
- View supplier spending stats
- View product history and purchase trends
Audit Timeline
Purpose: Complete audit trail of all activities
- Track all system changes
- View user activity history
- Monitor document modifications
- Maintain compliance records
Actions Drawer
Purpose: Stay updated on important events
- Pending approvals
- Processing alerts
- First-time supplier alerts
- System notifications
- Team mentions
User Menu
Purpose: Access account settings and organisation controls
- Switch between organisations
- Update profile settings
- Log out
Settings
Purpose: Configure system settings
- Organisation settings
- User and role management
- GL coding and Categorisation
- Integration settings (Inbound/Outbound)
- Approval configuration
Need Help?
If you’re unsure where to find something:
- Use LEDGE for guidance
- Check the search function in relevant sections
- Review notifications for action items
- Access help documentation via the user menu
- Contact support for personalised assistance
The navigation is designed to be intuitive, but we’re always here to help you get the most from OmniPATH.