Dashboard Overview
When you log in to the ProducerAI Vendor Portal, you'll be directed to your billing dashboard, which serves as your central hub for managing all billing activities across organizations.
Organization Selection
The top left of the screen displays the currently selected organization
Click on the organization name to open a dropdown menu showing all your connected organizations
Select any organization from this list to switch to their specific billing dashboard
Main Navigation Areas
Billing Dashboard: View and manage all billable items, invoices, and timecards. Track payments received from connected organizations
Profile Settings: Update your personal information and account details
Organization Connections: See which organizations you're connected to
Billing Dashboard Interface
The billing dashboard provides a comprehensive view of your billing activities with the selected organization:
Create Invoice (or Timecard): Shows expenses the organization has posted for you to bill against. These are items the organization has approved for you to submit an invoice or timecard.
Submitted: Lists all invoices and timecards you've sent to the organization that are currently under review. These items are awaiting approval from the organization.
Changes Requested: Contains invoices or timecards that have been disputed by the organization. When an item appears here, the organization has identified issues that need correction before approval. You'll need to review their feedback, make the requested changes, and resubmit the invoice or timecard.
Approved: Shows invoices and timecards that have been reviewed and approved by the organization but haven't yet been scheduled for payment.
Scheduled: Displays invoices and timecards that have been approved and scheduled for payment on a specific date. The payment date is visible in this section.
ProducerAId: Contains invoices and timecards that the organization has marked as ProducerAId in their system. Note that this status reflects what the organization has recorded in ProducerAI and does not necessarily confirm that funds have been transferred to your account. Always reconcile this against your actual received payments.