Accounts Payable Operations release notes
Summarize
Summary of Accounts Payable Operations Yokohama Release Notes
The ServiceNow® Accounts Payable Operations (APO) application streamlines invoice analysis and processing for Accounts Payable specialists. The Yokohama release enhances APO with generative AI capabilities, improved tax validation, agentic workflows, and flexible configuration options to increase accuracy, efficiency, and automation in invoice management.
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Key Features
- AI-Driven Document Classification: Automatically classifies email attachments into invoices, credit memos, or supporting documents using AI confidence scoring to minimize data extraction errors.
- Tax Engine Integration: Validates supplier tax data against system-calculated tax at the invoice line level, ensuring compliance and enabling straight-through invoice processing with automatic exception handling and manual revalidation options.
- Agentic Workflows: Automate resolution of invoice inquiry cases from employees and suppliers, reducing human agent workload and efficiently tracking associated invoice records.
- Generative AI Enhancements:
- GPT-4o-powered invoice data extraction for improved accuracy and reduced manual effort.
- Purchase order line mapping via Now Assist to reduce manual matching work.
- Real-time AI assistance through the Now Assist panel for summarizing invoice case details and supporting multi-language invoice case summarization.
- Translation capabilities for user-generated content within Now Assist.
- Supplier Collaboration Portal: Supplier contacts can view invoice and inquiry cases associated with their accounts and manage multiple supplier assignments.
- Centralized APO Properties Configuration: A single configuration page allows AP administrators and integrators to manage invoice line mapping, ingestion API settings, and exception management parameters with options to review AI-generated mapping results.
- Playbook Integration: Provides updated invoice status displays and supports AP specialists in reviewing and acting on AI mapping recommendations.
- Invoice Processing Enhancements:
- Invoice line status terminology updated for clarity.
- Manual invoice creation enabled when Document Intelligence is unavailable.
Important Upgrade and Activation Information
- Upgrading from previous versions requires configuring the Tax Code reference field to enable the exception engine for tax validation.
- Accounts Payable Operations must be installed via the ServiceNow Store.
- Generative AI features require explicit assignment of new requester roles to users for access.
Localization and Language Support
APO supports multiple languages, but the current Document Intelligence model is trained only on English invoices. To process invoices in other supported languages, customers must train the DocIntel model accordingly.
The ServiceNow® Accounts Payable Operations application enables Accounts Payable specialists to analyze and process invoice and invoice cases. The generative AI capabilities are leveraged in invoice line mapping with purchase order line mapping. The Accounts Payable Operations was enhanced and updated in the Yokohama release.
Accounts Payable Operations highlights for the Yokohama release
- Leverage Accounts payable document classification skill to classify email attachments into invoice, credit memo, or supporting documents based on the AI recommended confidence score resulting in error free invoice data extraction.
- Validate supplier provided tax against a system-calculated tax by integrating an enterprise-grade tax engine resulting in straight-through processing of invoice while improving accuracy, compliance, and operational efficiency
- Introduced Agentic workflow in Accounts Payable Operations to resolve invoice inquiry cases raised by employees and suppliers thereby significantly reducing the involvement of human agents.
- The ServiceNow® Now Assist offers generative AI purchase order line-mapping to improve accuracy and reduce manual work.
- Experience the new generative AI skill for invoice data extraction, designed to enhance accuracy and reduce manual effort.
- Leverage AI-powered GPT-4o-driven invoice data extraction with Document Intelligence for improved accuracy and reduced manual effort.
- Get instant, real-time assistance from generative AI to summarize invoice case details through the Now Assist panel.
- Use the Accounts Payable Operations properties page to control the configuration of APO properties.
Important information for upgrading Accounts Payable Operations to Yokohama
If you’re upgrading from a previous release, you must configure the reference field in the Tax Code [sn_fin_tax_code] table. The exception engine validates the invoice using the tax code and raises exceptions if necessary.
New in the Yokohama release
- Tax Engine Integration
- The tax engine integration framework validates supplier-provided tax against system tax at invoice line level, maintains compliance with regional and global tax regulations. This integration triggers automatic tax validation, handles exceptions for tax variance and missing data, enables manual revalidation and rolling up of system tax.
- Using Supplier Collaboration Portal in APO
- In the supplier collaboration portal home page, the supplier contact can choose to view invoice and inquiry cases associated with their account.
- Set APO properties
- The one-stop property page provides great flexibility and ease of configuration to users with admin roles. AP admin and integrator use the APO properties page to set the parameters that control the invoice line mapping, invoice ingestion API, and exception management. Depending on the invoice line-mapping properties set, AP admin and integrator can choose to review and confirm the invoice line mapping results generated by rule-based engine and Now Assist.
- Using Playbook in Accounts Payable Operations
- Playbook activity card displays updated invoice statuses. AP specialist reviews and acts on the mapping recommendations by Now Assist.
- Now Assist for Accounts Payable Operations (APO)
- Activate the purchase order line-mapping skill in the Now Assist Admin console to enable automatic mapping of invoice lines with purchase order lines using Now Assist.
- Use agentic workflows in Accounts Payable Operations to resolve invoice inquiry cases raised by employees and suppliers. These workflows also help track associated invoice records efficiently. With an agentic workflow, you can process a high volume of invoice inquiries that come through email attachments to significantly reduce the workload of human agents.
Changed in this release
- Work with invoices
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- Invoice line statuses are updated as:
- PO matching error to Mapping error
- PO matching completed to Mapping complete
- Matching error to Mapping error
- Review mapping
- Invoice line statuses are updated as:
- Invoice ingestion process when Document Intelligence is unavailable
- Accounts Payable Operations integration with Document Intelligence enables AP admin to create invoice manually when DocIntel is down. The capture invoice details activity card displays the Create invoice option.
Activation information
Install Accounts Payable Operations by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Localization information
Accounts Payable Operations supports multiple languages. The current DocIntel model is trained to extract invoices in the English language only. If you want to process an invoice in the multiple languages supported by DocIntel, you must train the DocIntel model.