APO landing page
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.
| 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. |
| 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.
| 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 |
Parent Topic:Source-to-Pay Workspace landing page
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