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.

• Invoice ingestion using Application programming interface (API)
  The invoice ingestion API enables bulk import of AP invoices from external systems, such as supplier billing platforms and OCR solutions, into Accounts Payable Operations using cXML, JSON, or XML.
• Rules based engine
  The rule-based engine maps the invoice line to purchase order lines using fields such as unit price, delivered unit price, exact description, exact amount and amount round off.
• Work with invoices
  Invoices are generated for payments against purchase orders and processed through automated and manual workflows, with Accounts Payable specialists managing them from creation through approval.
• Invoice processing cases
  Accounts Payable Operations integration with Document Intelligence automatically creates invoice processing cases from email attachments, with specialists manually creating or updating invoices when automation is unavailable or fails, and Accounts Payable Specialists use this process to ensure invoice data is complete and accurate for processing.
• Invoice exceptions
  Invoice exceptions are discrepancies identified during invoice processing that must be resolved before payment, such as missing information, tax variances, or supplier issues.
• Tolerance Rules and Variances for invoices
  Tolerance rules define the limits set on an invoice to determine the permissible amount of variance that can be applied to an invoice before the invoice total exceeds the tolerance limit.
• Invoice approvals
  Invoice approvals in Accounts Payable Operations route invoices with no exceptions to approvers based on configured approval rules and track invoices through pending approval and approved states.
• View invoice documents in the Source-to-Pay Workspace
  View invoice documents directly in the Source-to-Pay Workspace using Document Viewer without downloading them.

Related concepts

• Invoice case categories and subcategories
• Using Invoice Case Management
• Advanced Work Assignment in Accounts Payable Operations
• Using Advanced Work Assignment for Accounts Payable Operations
• Interaction management in Accounts Payable Operations
• Composing emails with predefined content from the Source-to-Pay Workspace
• Universal Request in Accounts Payable Operations
• Playbook for updating the invoice primary data
• Using Supplier Collaboration Portal in APO

Related tasks

• Create a knowledge base article about invoice
• Configure Advanced Work Assignment for Accounts Payable Operations
• Working with Advanced Work Assignment