Invoice case categories and subcategories

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Invoice cases are organized into categories and subcategories to help agents and Accounts Payable specialists manage different types of payment and processing issues, with each case type having specific role requirements and workflows.

    The following table provides information about the invoice case categories and subcategories, when the cases are created, and which roles can access and work on these cases.

    Table 1. Account Payables cases
    Category Subcategory Role Description
    Inquiry
    • Payment inquiry
    • Invoice inquiry
    • Expedite payment request
    • Payment terms issue
    • Invoice entry assistance
    		 Agent

    [sn_ap_cm.agent]

    You can view the invoice inquiry cases in the Source-to-Pay Workspace.

    For more information, see Invoice inquiry cases.
    Invoice automation Invoice processing Accounts Payable Specialist

    [sn_ap_apm.accounts_payable_specialist]

    You can view the manual invoice ingestion cases in the Source-to-Pay Workspace.

    For more information, see Invoice processing cases.
    To view the invoice cases, do the following:
    1. Navigate to Accounts Payable Operations > Accounts Payable Workspace.
    2. Select the list icon (List icon).
    3. Do one of the following:
      • As an Accounts Payable Specialist:
        • Navigate to Lists > My Work > Open cases
        • Navigate to Lists > All Work > Cases.

        Open invoice cases under My work.

        Open invoice cases

        All invoice cases under All work.All invoice cases

      • As an agent, you can view inquiry cases:
        • Navigate to Lists > My Work > Open cases
        • Navigate to Lists > All Work > Cases

          With Invoice Case Management, agents can manage and work on their assigned invoice cases, request more information from suppliers or employees, and create and assign tasks to users using the Accounts Payable workspace.

          AP Agents view inquiry case