---
sourceDocument: Xanadu Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations

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    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Using Accounts Payable Invoice Processing

# Using Accounts Payable Invoice Processing {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Accounts Payable Specialists can use the Accounts Payable Invoice Processing application to manage and work on invoice processing cases to perform end-to-end invoice processing, from invoice ingestion to approval.
* **[Work with invoices](https://servicenow-prod.fluidtopics.net/W8NXW5DaKJ_fvnAdGeKtnw)**   
  Invoices are generated for a payment against a purchase order. The Accounts Payable Specialist \[sn_ap_apm.accounts_payable_specialist\] can access all the invoices and take required actions to process the invoices in Source-to-Pay Workspace.
* **[Invoice processing cases](https://servicenow-prod.fluidtopics.net/qGzVWM41vhN9OaYw1wWx4A)**   
  Typically, Accounts Payable Operations integration with Document Intelligence automatically creates the invoice processing case by extracting data from the invoice that you receive as an attachment via email. However, the Accounts Payable Specialist may need to manually create a new invoice or update details of a partially created invoice in situations where the automated invoice creation process encounters issues or is not available.
* **[Invoice exceptions](https://servicenow-prod.fluidtopics.net/hjSTHhSznZNSptTKqUEHHg)**   
  Invoice exceptions are issues that are identified in an invoice during invoice processing.
* **[Tolerance Rules and Variances for invoices](https://servicenow-prod.fluidtopics.net/oaMQITbjZB6H9kncx1zzQA)**   
  Setting tolerance rules to determine the permissible amount of variance applied on an invoice's total value enables you to avoid payment delays and make payment processing more efficient.
* **[Invoice approvals](https://servicenow-prod.fluidtopics.net/PG1sid3U56ZYMH8iYfsNQA)**   
  Invoices with the No exceptions found status are eligible for approval.
* **[View invoice documents in the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/4PR94rhrPZeH_xDz_Ucqjw)**   
  View the invoice documents directly in the Source-to-Pay Workspace using Document Viewer without having to download them.

**Related concepts**   

* [Invoice case categories and subcategories](https://servicenow-prod.fluidtopics.net/wnArOcjf7awZImsNySynJw "An agent and Accounts Payable Specialist can access and work on the invoice cases in the Accounts Payable workspace.")
* [Using Invoice Case Management](https://servicenow-prod.fluidtopics.net/W6tJqq~sYaWHfNpaslbUDw "Agents can use Invoice Case Management to manage and work on invoice inquiry cases raised by employees and suppliers to resolve issues related to invoices.")
* [Advanced Work Assignment in Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/UT206zdTyrdORtuQJbirsQ "Advanced Work Assignment (AWA) automatically assigns work items to Accounts Payable Operations agents based on their availability, capacity and skills. AWA pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. The work items are available in Agent workspace inbox.")
* [Using Advanced Work Assignment for Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/hVRiX00KEDVtJWMI5IO5Rw "AWA enables suppliers to interact with Accounts Payable Operations agents inquire or resolve invoice-related queries.")
* [Interaction management in Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/0iJauY7g48SV82mmx0EFrA "Any request for assistance made to an Accounts Payable specialist via email, chat, phone is logged in an auto-generated interaction record. Agents can choose to create a case from the interaction record, create a request, and associate an interaction record with an existing invoice case record.")
* [Composing emails with predefined content from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/7f_lY0jJvmLVvlHSFEXAcg "Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.")
* [Playbook for updating the invoice primary data](https://servicenow-prod.fluidtopics.net/i4bYHl~~l0k_kldg4xariA "Playbooks provide Accounts Payable admins or specialists to visualize invoice processing workflows in a simplified, task oriented, actionable view.")
* [Using Supplier Collaboration Portal in APO](https://servicenow-prod.fluidtopics.net/vYL2T0iV92WX675sAjDSjw "The Supplier Collaboration portal application integrated with Accounts Payable Operations provides seamless interaction between Account Payable Specialist and supplier in creating invoice inquiry case, submit new invoice, resolving case tasks and exception tasks.")  
**Related tasks**   

* [Create a knowledge base article about invoice](https://servicenow-prod.fluidtopics.net/PcRoI1Z0FBtfJ4dKH0rXSQ "Create a knowledge base article to share invoice information and policies with your employees and suppliers.")
* [Configure Advanced Work Assignment for Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/wiPNpGe7VEWMWqJwu2pnZw "Configure AWA for APO to ensure that requests or queries received via email, chat, messenger are routed to the respective APO agents belonging to defined groups.")
* [Working with Advanced Work Assignment](https://servicenow-prod.fluidtopics.net/YtKtIu4SibsV_ioU7C3rpg "Suppliers interact with APO agents for invoice inquiry cases using the live chat.")