Accounts Payable Specialist manual tasks

Manual tasks in Accounts Payable Operations are actions that specialists complete when automated invoice processing workflows require human review or intervention to proceed.

• View the invoice processing case associated with an invoice
  View the invoice processing case that is automatically created for an invoice and take any actions to process the invoice.
• Review an invoice in Document Intelligence
  Review invoice details, enter missing field values, and submit the invoice when Document Intelligence encounters an extraction error.
• Enter the missing required invoice information and submit an invoice
  Manually enter missing invoice data and submit the invoice when Document Intelligence encounters a transformation error and only partially populates invoice fields.
• Confirm whether an invoice is a duplicate
  Review invoices flagged as suspected duplicates and confirm or reject the duplicate status.
• Convert invoice type
  Convert an invoice type between PO and Non-PO to correctly classify an invoice based on updated information from buyers or suppliers.
• Reset an invoice to the Received status
  If you confirm an invoice as a duplicate by mistake, you can reset that invoice from the Confirmed duplicate status back to the Received status.
• Check for invoice exceptions on a single invoice
  Manually check for exceptions on a single invoice in the Source-to-Pay Workspace when you want to identify and resolve issues before continuing to process the invoice.
• Start the processing for an invoice imported via integration with third-party applications
  Start the processing for an invoice that doesn't have an associated invoice processing case.