APO list page
The Source-to-Pay Workspace list page provides role-based access to invoice cases, tasks, exceptions, and primary data for managing work items based on permissions.
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