APO landing page

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read
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    Summary of APO landing page

    The Source-to-Pay Workspace landing page in ServiceNow's Accounts Payable Operations (APO) provides a centralized location for users to access role-specific tasks and information. Accessible viaAll > Accounts Payable Operations > Accounts Payable Workspace, it serves as the default home page and can be quickly returned to using the home icon. This workspace is tailored to different user roles such as Agents, Accounts Payable Specialists, and Task Owners, each having customized views and functionalities that streamline invoice and case management.

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    Key Features

    • Role-Based Views: The landing page adapts content and widgets based on the user’s role—Agent, Accounts Payable Specialist, or Task Owner—to enhance task relevance and productivity.
    • Quick Actions: Users can initiate new invoice cases or inquiries directly from the landing page with options like “Create New Invoice” or “Create New Inquiry.”
    • Filters: Supplier and Legal Entity filters allow users to narrow down displayed information in widgets, focusing on relevant suppliers or legal entities.
    • Widgets and Charts: The landing page features dynamic widgets such as invoice status summaries, exception types, invoices due soon, inquiry statuses, and backlog cases. These visual components provide quick insights and easy navigation to detailed lists.
    • Task Management: Users can view and manage assigned tasks, unassigned cases, and cases by priority, enhancing workflow efficiency and ensuring timely processing.

    Role-Specific Details

    • Accounts Payable Specialist: Can view and manage personal tasks, unassigned cases, priority cases, invoice exceptions, and invoices at risk of late payment. Widgets include “My Invoices,” “Top Invoice Exception Types,” and “Invoices Due Soon.”
    • Agent: Focuses on inquiries with widgets showing inquiries by status and category, plus access to unassigned cases and priority-based case lists.
    • Task Owner: Emphasizes open tasks and exception tasks, with filters by due dates and views of unassigned tasks linked to the user’s assignment group.

    Practical Benefits

    By utilizing this landing page, ServiceNow customers can streamline accounts payable operations through a consolidated interface tailored to their specific roles. The intuitive filters and visual widgets enhance decision-making and task prioritization, ultimately improving invoice processing efficiency and reducing risks such as late payments or unresolved exceptions.

    Use the Source-to-Pay Workspace landing page to find all the information that you need and view the tasks specific to your role, all in one location.

    Open the Source-to-Pay Workspace by navigating to All > Accounts Payable Operations > Accounts Payable Workspace.

    When you open the Source-to-Pay Workspace, the home page is displayed by default. If you navigate away from the home page, you can select the home icon (Home icon) to return to the home page.

    As an agent, you can view and manage to-do tasks assigned to you, open any unassigned cases, and cases by priority. As an Accounts Payable Specialist, you can view and manage tasks assigned to you, open any unassigned cases, cases by priority, invoice exceptions, and invoices at risk of being paid late.

    Landing page view for an Accounts Payable Specialist

    The following information is displayed on the landing page when you log in to the workspace with the Accounts Payable Specialist [sn_ap_apm.accounts_payable_specialist] or admin [sn_ap_apm.admin] role.
    Note:
    For a detailed analysis on each component, select the respective widget or chart.
    Title Type Description
    Quick actions
    Create New Invoice Widget Opens a new tab that enables you to create a new invoice case with the Invoice automation category.
    Review your work
    Supplier Filter Filter by supplier to view information for specific suppliers in the widgets of the Review your work section.
    Legal entity Filter Filter by legal entity to view information for specific legal entities in the widgets of the Review your work section.
    My invoices Widget Displays the invoices grouped by their state.
    Top invoice exception types Donut chart Displays the invoice exceptions grouped by type.

    Select View all to view a list of all the exception types.
    Invoices due soon Bar chart Displays the invoices grouped by state that are due soon.

    Select View all to view a list of all the invoices that are due soon.
    My team
    Backlog Widget View the list of cases that are yet to be assigned.

    Landing page view for an agent

    The following information is displayed on the landing page when you log in to the workspace with the agent [sn_ap_cm.agent] or admin [sn_ap_cm.admin] role.
    Note:
    For a detailed analysis on each component, select the respective widget or chart.
    Title Type Description
    Quick actions
    Create New Inquiry Widget Opens a new tab that enables you to create a new invoice case with the Inquiry category.
    Review your work
    Supplier Filter Filter by supplier to view information for specific suppliers in the widgets of the Review your work section.
    Open inquiries by status Widget Displays the inquiries grouped by their status.

    Select View all to view a list of all the inquiries.
    Inquiries by category Widget Displays the inquiries grouped by their category.

    Select View all to view a list of all the inquiries.
    My team
    Backlog Widget View the list of cases that are yet to be assigned.

    Landing page view for task owner

    The following information is displayed on the landing page when you log in to the workspace with the task owner role.
    Note:
    For a detailed analysis on each component, select the respective widget or chart.
    Title Type Description
    Work assigned to you
    Open tasks Widget Displays the number of invoice tasks in Open status.

    Select View all to view a list of all the invoices that are in open state.
    Tasks by state Bar chart Displays the invoices grouped by state that are due soon.

    Select View all to view a list of all the invoices that are due soon.
    Your tasks
    Exception task Filter Displays the card view of invoice tasks. Filter by due dates to view details of exception tasks for task owners that are due soon.
    Summary
    Unassigned tasks Widget View the list of invoice tasks that are assigned to the assignment group of the current user. For more information on the fields of invoice tasks, see Create New Invoice task form