Client Dashboard: Alert Center (Status Alerts / User Metrics / Accounting Alerts)
The Alert Center section of the dashboard displays recent vendor activity and accounting.
(Figure 2.1)
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Figure 2.1
Figure 2.1
Users can click on any item in the Alert Center to view the vendors associated with an alert.
(Figure 2.2)
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Figure 2.2
For example, in Figure 2.2 and 2.3 Alert Center shows one user has been recently approved.
If “Recently Approved Vendors" is clicked upon, you will be taken to a map and the VIVE Vendors table to show the vendor recently approved during the last 30 days (see Figure 2.3 VIVE Vendors Table).
Click on any vendor to view additional details associated with that vendor.
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Figure 2.3
Definition of Terms in the Status Alerts and Metric Center:
|
Recently Approved Vendors |
All vendors approved in the last 30 days |
| Recently Suspended Vendors | All vendors suspended in the last 30 days |
| Recently Registered |
All vendors that have registered in the last 30 days |
| Recently Inactivated Vendors | All vendors inactivated in the last 30 days |
| Recent Vendor Field Updates | All vendors who have updated specific fields within their account (eg. Legal name, address, trades, etc.) |
| Users Logged In Last 30 days |
Users associated with a clients account that has logged into VIVE website in the last 30 days |
|
Users Not Logged In Last 30 days: |
Users associated with a clients account that has not logged into VIVE website in the last 30 days |
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Definition of Terms in the Accounting Alerts:
| VIVE Vendors not Linked to Accounting | All vendors in VIVE that are not linked to a vendor in the client's accounting system. Click on this alert to manually link vendors that were not auto-linked by an EIN match. |
| Active Accounting Vendors Unlinked to VIVE Vendor | Vendors in the client’s accounting system that are not linked to a VIVE vendor. These vendors are a potential risk since they are appearing as an active vendors in accounting, but VIVE has not vetted these vendors. |
|
Accounting Vendors Recently Added: |
All vendors that were added to the client's accounting system within the previous 90 days. This alert should be monitored to ensure these vendors have registered with VIVE or were marked exempt from VIVE. |
| Linked Accounting Vendors with Mismatched Status | Vendors in VIVE that are linked to a vendor in the client's accounting system. But, the VIVE status does not match the status in the client’s accounting system. For example, the vendor is Approved in VIVE but Inactive in accounting. These vendors are a potential risk since accounting is not viewing the most updated VIVE status. |
| Exempt Vendors in Accounting: | Vendors in a client’s accounting system that are exempt from VIVE. Examples of vendors that a client might be exempt from VIVE are charities and municipalities. |
Please note: All updates to a vendor's Accounts Payment system must be made in the client's accounting system. VIVE will pull updates from a client's AP vendor’s accounts every 24 hours.
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Need More Help?
For further assistance, contact VIVE's customer service:
Available 9:00 am - 6:00 pm Monday - Friday EST
- Online chat under the "Help" icon
- Phone: 844-476-8038
- Email: support@getvived.com