Use Accounts Payable Operations

Accounts Payable Operations enables specialists and agents to manage invoice cases, invoices, and exceptions, route work to agents, and integrate with other applications.

Note:

Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents.

• Create a knowledge base article about invoice
  Create a knowledge base article to share invoice information and policies with your employees and suppliers.
• Invoice case categories and subcategories
  Invoice cases are organized into categories and subcategories to help agents and Accounts Payable specialists manage different types of payment and processing issues, with each case type having specific role requirements and workflows.
• Using Invoice Case Management
  Manage and resolve invoice inquiry cases raised by employees and suppliers using Invoice Case Management to address invoice-related issues.
• Using Accounts Payable Invoice Processing
  Accounts Payable Invoice Processing enables specialists to manage invoice processing cases and perform end-to-end invoice processing from ingestion through approval.
• Advanced Work Assignment in Accounts Payable Operations
  Advanced Work Assignment (AWA) automatically routes AP work items to qualified agents based on their availability, capacity, and skills using work item queues, routing conditions, and assignment criteria.
• Configure Advanced Work Assignment for Accounts Payable Operations
  Set up Advanced Work Assignment to automatically route Accounts Payable Operations requests from email, chat, and messenger to the appropriate agent groups.
• Using Advanced Work Assignment for Accounts Payable Operations
  Advanced Work Assignment (AWA) enables suppliers to interact withtions Accounts Payable Operations agents to raise invoice inquiries for resolution.
• Working with Advanced Work Assignment
  Use live chat in Accounts Payable Operations to interact with AP agents and resolve invoice inquiry cases as a supplier.
• Interaction management in Accounts Payable Operations
  Interaction records in Accounts Payable Operations capture supplier requests received by email, chat, or phone and support case creation and investigation workflows.
• Composing emails with predefined content from the Source-to-Pay Workspace
  Insert predefined email content in the Source-to-Pay Workspace email client to send consistent, professional responses to invoice inquiries.
• Universal Request in Accounts Payable Operations
  Universal Request provides a centralized entry point for suppliers and invoice owners to submit requests that are converted into invoice cases for processing in Accounts Payable Operations.
• Playbook for updating the invoice primary data
  Playbooks provide a visual, step-by-step view of invoice processing workflows to track case status and determine next steps.
• Using Supplier Collaboration Portal in APO
  The Supplier Collaboration Portal enables suppliers to interact with Accounts Payable specialists to submit invoices, create inquiry cases, and manage tasks.