APO landing page

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of APO landing page

    The Source-to-Pay Workspace in ServiceNow’s Accounts Payable Operations (APO) provides a centralized, role-specific interface for managing accounts payable tasks and information efficiently. It enables quick access to relevant data and case management through a customizable landing page tailored to different user roles such as Accounts Payable Specialist, Agent, and Task Owner.

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    Landing Page Features by Role

    Each user role sees a customized dashboard with widgets and filters designed to streamline their workflow:

    • Accounts Payable Specialist: Can create new invoice cases, filter information by supplier or legal entity, view invoices by state, analyze top invoice exceptions, monitor invoices due soon, and manage unassigned cases in their team backlog.
    • Agent: Can create new inquiry cases, filter by supplier, track inquiries by status and category, and view unassigned cases in a team backlog.
    • Task Owner: Focuses on managing assigned invoice tasks, viewing open tasks and tasks by state, filtering exception tasks by due date, and monitoring unassigned tasks within their assignment group.

    Key Functionalities

    • Quick Actions: Role-specific options to create new invoice or inquiry cases directly from the landing page.
    • Filters: Supplier and legal entity filters refine the data shown in widgets for targeted analysis.
    • Widgets and Charts: Visualize task and invoice statuses, exceptions, due dates, and case backlogs to prioritize work effectively.
    • Navigation: Easy return to the home page using the home icon ensures seamless navigation within the workspace.

    Practical Benefits

    By leveraging the APO landing page, ServiceNow customers can:

    • Improve visibility into accounts payable processes tailored to user roles.
    • Accelerate task management and case resolution by accessing prioritized and filtered data.
    • Enhance operational efficiency through a unified workspace that consolidates invoices, inquiries, exceptions, and task assignments.

    The Source-to-Pay Workspace provides a centralized view of information and role-specific tasks, enabling quick access to relevant information.

    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.
    Table 1. Landing page view for an Accounts Payable Specialist
    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.
    Table 2. Landing page view for an agent
    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.
    Table 3. Landing page view for task owner
    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