APO list page

Use the Source-to-Pay Workspace list view to access invoice cases, primary data, tasks, exceptions, and invoices assigned to you.

Select the list icon ()

You can select each module and sub-module to view the details in a list. Under Lists, you can do the following:

• Refresh the list to display the most updated information.
• Edit columns to adjust the list to display required columns in the order of your choice.
• Reset column widths to default.
• Copy the URL for this list.
• Apply filters to view specific information that you're interested in.
• Export the list to a file in Excel, CSV, JSON, or PDF format.
• Create a copy of the list and save it under My Lists.
• Edit a selected supplier case or create a new supplier case.

As an Accounts Payable Specialist, you have access to the following modules and sub-modules:

• My Work
  • My open invoice processing cases
  • My open invoice exceptions
  • My open tasks
  • Unassigned cases
  • Unassigned tasks
• All Work
  • All open invoice processing cases
  • All open invoice exceptions
  • All open tasks
  • All closed cases
  • All closed tasks
• Primary Data
  • Suppliers
  • Purchase orders
  • Goods receipts
  • Invoices
  • Payment terms
  • Ledger accounts

As an agent, you have access to the following modules and sub-modules:

• My work in progress: Cases
• All team work: Cases
• My Work
  • My open invoice inquiry cases
  • My open tasks
  • Unassigned cases
  • Unassigned tasks
• All Work
  • All open invoice inquiry cases
  • All open tasks
  • All closed cases
  • All closed tasks
• Primary Data
  • Suppliers
  • Purchase orders
  • Invoices
  • Payment terms

Parent Topic:Source-to-Pay Workspace list page

Related topics

SPO list page

SLO list page

POM list page