Landing page for Accounts Payable Operations in Source-to-Pay Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Landing Page for Accounts Payable Operations in Accounts Payable Workspace

    The Accounts Payable Workspace landing page centralizes all essential information and tasks tailored to your role, enhancing efficiency in managing accounts payable operations. Access it through All > Accounts Payable Operations > Source-to-Pay Workspace. The home page serves as your starting point, with easy navigation back using the home icon.

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    Key Features

    • Accounts Payable Specialist View:
      • Create New Invoice Widget: Initiate a new invoice case.
      • Supplier Filter: Filter information by specific suppliers.
      • Legal Entity Filter: Filter information by legal entities.
      • My Invoices Widget: View invoices categorized by their state.
      • Top Invoice Exception Types: Analyze invoice exceptions by type.
      • Invoices Due Soon: Monitor invoices categorized by their due status.
      • My Team Backlog Widget: Check unassigned cases.
    • Agent View:
      • Create New Inquiry Widget: Start a new inquiry case.
      • Supplier Filter: Filter inquiries by supplier.
      • Open Inquiries by Status Widget: View inquiries based on their status.
      • Inquiries by Category Widget: Access inquiries sorted by category.
      • ERP Posting Error Widget: Track ERP integration errors.
      • My Team Backlog Widget: View unassigned cases.

    Key Outcomes

    By utilizing the Accounts Payable Workspace, customers can effectively manage invoices and inquiries, prioritize tasks, and gain insights into operational efficiency. This streamlined access to relevant data and tools ultimately enhances productivity and supports timely decision-making within accounts payable processes.

    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 > Source-to-Pay 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.
    ERP Posting error Widget Displays the number of ERP integration errors. View the list of integration errors.
    Note:
    APO admins can view the list of integration errors assigned to them by navigating to All > Integration error tasks.
    My team
    Backlog Widget View the list of cases that are yet to be assigned.