The AP Hub is the main workspace in WickedFile and the screen you will use most days. It brings your invoices and your vendor statements together in one place, along with the filters that control which of them you see.

This article walks through the layout: the two tabs, the four controls above them, what each column in the invoice list means, and where to start.

The period filter defaults to This month. If your most recent uploads are from an earlier month, that range contains nothing and the screen reports it accurately: the Invoices tab shows "No invoices this period", and the Statements tab shows every vendor as awaiting.

Setting the period to Year to date resolves this. There is more detail in Everything looks empty or awaiting.

Invoices lists the invoices and credit memos dated within your selected period. Most day-to-day work happens here.

Statements groups vendor statements by vendor and by shop, and shows how far each one has progressed toward being ready to pay. This is typically a month-end task.

The number beside each tab counts the documents in your current period. It is a total, not a list of outstanding items.

Two controls sit above the tabs on the right.

Period sets the date range. The options are This month, Last month, This quarter, Year to date, All time, and Custom range. Year to date suits most routine work.

Locations limits the view to a single shop or shows all of them. If you work across several shops, leaving this on All locations gives you the full picture.

Above the invoice list, a set of cards summarises the period you have selected.

These are a snapshot rather than a work queue. The list below them is where you act.

The table has eight columns. Vendor, Invoice #, Date and Amount identify the document, and Location shows which shop it belongs to. The remaining three tell you whether the invoice needs attention.

Flags summarises the invoice's line items into two groups. A green badge counts lines that are accounted for, and a red badge counts lines that still need to be placed. An invoice showing a green 1 and a red 1 has two lines, one of which needs review. The codes behind these badges are covered in Part codes.

Transaction Match shows whether the spend has been tied to a bank or card transaction. It reads Matched or No match. No match is expected for vendors you pay by monthly statement rather than by card.

Status is the document's own progress, and it has three values.

Two figures on this screen count different things, and they will often disagree.

The badge beside AP Hub in the left navigation counts invoices containing at least one line of uncategorized spend. It is a running total and is not affected by your period filter.

The need review pill above the tabs counts documents where processing found a problem, so the document itself needs checking rather than its coding.

Both figures can be correct at the same time.

A practical daily order:

At month end, move to the Statements tab and confirm the vendors you are about to pay are complete.