Create a knowledge base article about invoice

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a knowledge base article to share invoice information and policies with your employees and suppliers.

    Antes de Iniciar

    Role required: sn_ap_apm.accounts_payable_specialist

    Procedimento

    1. Navigate to All > Knowledge.
    2. Select Create New Article.
    3. On the form, fill in the fields.
      Tabela 1. Create new article form
      Field Description
      Number System-generated unique identifier for the request.
      Knowledge base Knowledge base to which this article belongs.
      Category Category of the article such as Accounts Payable. Use the category picker to select an existing category or subcategory. You can create a category or subcategory to suit your requirements.
      Valid to Validity of the article.
      Article type Type of article such as HTML.
      Workflow Status of the article.
      Source Task Name of the article source.
      Attachment link Link to attachments.
      Display attachments Display of attachments in the article. When you do not select this option, the article does not display the attachments.
      Short description Short description of the article.
      Article body Detailed description of the article.
    4. Opcional: To check if any duplicate articles are available with similar short descriptions, select Search for Duplicates.
    5. Do one of these actions.
      ActionDescription
      Submit To submit an article for review, select Submit.
      Save To save an article, from the Additional actions menu, select Save.

    O que Fazer Depois

    • View your submitted articles by navigating to Knowledge > My Knowledge Articles
    • Track the progress of your article from My Knowledge Articles.
    • Manage the article workflows, such as reviewing, publishing, updating, or retiring the article.