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Use › Accounts Payable Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a knowledge base article about invoice

Create a knowledge base article to share invoice information and policies with your employees and suppliers.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist

Procedure

  1. Navigate to All > Knowledge.

  2. Select Create New Article.

  3. On the form, fill in the fields.

    FieldDescription
    NumberSystem-generated unique identifier for the request.
    Knowledge baseKnowledge base to which this article belongs.
    CategoryCategory of the article such as Accounts Payable. Use the category picker to select an existing category or subcategory. You can create a category or subcategory to suit your requirements.
    Valid toValidity of the article.
    Article typeType of article such as HTML.
    WorkflowStatus of the article.
    Source TaskName of the article source.
    Attachment linkLink to attachments.
    Display attachmentsDisplay of attachments in the article. When you do not select this option, the article does not display the attachments.
    Short descriptionShort description of the article.
    Article bodyDetailed description of the article.

  4. To check if any duplicate articles are available with similar short descriptions, select Search for Duplicates.

  5. Do one of these actions.

    ActionDescription
    SubmitTo submit an article for review, select Submit.
    SaveTo save an article, from the Additional actions menu, select Save.

What to do next

  • View your submitted articles by navigating to Knowledge > My Knowledge Articles
  • Track the progress of your article from My Knowledge Articles.
  • Manage the article workflows, such as reviewing, publishing, updating, or retiring the article.

Parent Topic:Accounts Payable Operations overview

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