APO list page
As an agent, view and work with the primary data, all the invoice inquiry cases, including the cases that are assigned to you. As an Account Payable Specialist, you can view and work with the primary data, all the invoice processing cases, your assigned cases and tasks, invoices, and invoice exceptions.
Select the list icon (
) to open the List page in the Source-to-Pay Workspace.
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