--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Accounts Payable Operations release notes for upgrades from Yokohama to Zurich # Combined Accounts Payable Operations release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 9 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Accounts Payable Operations Release Notes for Upgrades from Yokohama to Zurich This consolidated guide covers the key updates, new features, changes, and important upgrade information for the Accounts Payable Operations (APO) application as customers upgrade from the Yokohama release to the Zurich release. It is designed to assist ServiceNow customers in preparing for and successfully executing the upgrade while leveraging enhanced functionality to improve invoice processing accuracy, compliance, and operational efficiency. Show full answer Show less ## Important Upgrade Information * **Yokohama:** When upgrading from earlier releases, you must configure the reference field in the Tax Code \[snfintaxcode\] table to enable the exception engine to correctly validate invoices using tax codes. * **Zurich:** There are no specific new upgrade tasks; however, reviewing pre- and post-upgrade recommendations remains essential. ## New Features * **Tax Engine Integration:** Continues to validate supplier tax against system tax at the invoice line level, supporting compliance with global tax regulations. It provides automatic tax validation, exception handling, manual revalidation, and tax rollup. * **ServiceNow Otto for APO (Yokohama):** Introduced AI capabilities such as purchase order line-mapping, GPT-4o-powered invoice data extraction, multi-language invoice case summarization, Now Assist generative AI for case assistance, and user content translation. A new requester role controls access to GenAI features. * **Supplier Collaboration Portal:** Enables supplier contacts to view invoice and inquiry cases linked to their accounts, including support for multiple supplier assignments. * **APO Properties Page:** Provides admins and integrators a centralized interface to configure invoice line mapping, ingestion APIs, and exception management settings. It supports rule-based and AI-driven mapping confirmation. * **Playbook Usage:** Displays updated invoice statuses, supports AI-driven mapping recommendations, and facilitates agentic workflows to automate invoice inquiry case resolution and reduce human agent workload. * **Zurich-Specific Enhancements:** * Manual invoice type conversion improves process accuracy and compliance. * New exception types for missing tax codes and currency mismatches improve financial accuracy. * Integration with IT Asset Management confirms receipt and updates purchase orders accordingly. * AI agent auto-suggests invoice owners to enable quicker auto-confirmation from suppliers, shortening processing cycles. * Universal Request (UR) application allows employees and suppliers to submit and track general cases from a unified portal, reducing confusion. * Distribution sets automate cost allocation across multiple cost centers or GL accounts, minimizing manual effort for invoice line splitting. ## Changes to Existing Features * **Yokohama:** Invoice line statuses were renamed for clarity (e.g., "PO matching error" to "Mapping error"). Manual invoice creation is supported when Document Intelligence is unavailable. * **Zurich:** Enhanced invoice exceptions for: * Line-level validation of goods receipt quantities when multiple invoices relate to one purchase order. * Line- and header-level validation of available funds against purchase orders when multiple invoices exist. ## Removed and Deprecated Features No features or functionalities were removed or deprecated between Yokohama and Zurich releases for Accounts Payable Operations. ## Activation and Installation Accounts Payable Operations is available through the ServiceNow Store. Customers should request installation via the Store and refer to the version history release notes for cumulative information. Activation procedures remain consistent between releases. ## Additional Considerations * **Localization:** APO supports multiple languages; however, the default DocIntel model processes invoices only in English. Multi-language processing requires training the DocIntel model accordingly. * **Accessibility:** The new Coral theme includes a dark mode option for web and mobile, enhancing readability and reducing eye strain. * **Browser Requirements:** No changes were introduced regarding browser compatibility. ## Key Benefits for ServiceNow Customers * Improved compliance and accuracy through enhanced tax validation and new invoice exceptions. * Reduced manual effort by leveraging AI-powered invoice data extraction, line mapping, and agentic workflows. * Streamlined supplier collaboration and case management via dedicated portals and Universal Request application. * Better cost allocation automation with distribution sets, reducing AP specialists' workload. * More efficient invoice processing cycles with AI-driven business owner recommendations and automated confirmations. Consolidated page of all release notes for Accounts Payable Operations from Yokohama to Zurich. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Accounts Payable Operations release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Accounts Payable Operations to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-accountspayableoperations-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | Upgrade information : If you're upgrading from a previous release, you must configure the reference field in the Tax Code \[sn_fin_tax_code\] table. The exception engine validates the invoice using the tax code and raises exceptions if necessary. | | Zurich | No updates for this release. | [ ] ## New features Between your current release family and Zurich, new features were introduced for Accounts Payable Operations. {#dfrn3-accountspayableoperations-summary__entry__8} | Release | Release notes | |-|-| | Yokohama | [Tax Engine Integration](https://www.servicenow.com/docs/access?context=tax-engine-integration&family=yokohama&ft:locale=en-US) : The tax engine integration framework validates supplier-provided tax against system tax at invoice line level, maintains compliance with regional and global tax regulations. This integration triggers automatic tax validation, handles exceptions for tax variance and missing data, enables manual revalidation and rolling up of system tax. [ServiceNow Otto for Accounts Payable Operations (APO)](https://www.servicenow.com/docs/access?context=now-assist-apo&family=yokohama&ft:locale=en-US) : Activate the purchase order line-mapping skill in the AI Admin Hub console to enable automatic mapping of invoice lines with purchase order lines using Now Assist.Activate the invoice data extraction skill in the AI Admin Hub console to leverage GPT-4o capabilities in extracting invoice information using Document Intelligence and reducing the manual effort.Generate invoice case summarization in multiple languages with the multi-language support in the Now Assist console.With the Now Assist panel, you can get assistance from generative AI to solve invoice case-related issues faster.As a fulfiller, you can learn about the details of a purchase order and its associated cases from record summarization generated by Now Assist.Take advantage of the translation capabilities available in the Now Assist for user-generated content.A new requester role is added to access Now Assist Accounts Payable Operations features powered by generative AI. Customers need to explicitly grant these roles to users for access to GenAI features and capabilities. [Using Supplier Collaboration Portal in APO](https://www.servicenow.com/docs/access?context=using-supplier-collaboration-portal&family=yokohama&ft:locale=en-US) : In the supplier collaboration portal home page, the supplier contact can choose to view invoice and inquiry cases associated with their account.Supplier contacts can be assigned with multiple suppliers. [Set APO properties](https://www.servicenow.com/docs/access?context=set-apo-properties&family=yokohama&ft:locale=en-US) : The one-stop property page provides great flexibility and ease of configuration to users with admin roles. AP admin and integrator use the APO properties page to set the parameters that control the invoice line mapping, invoice ingestion API, and exception management. Depending on the invoice line-mapping properties set, AP admin and integrator can choose to review and confirm the invoice line mapping results generated by rule-based engine and Now Assist. [Using Playbook in Accounts Payable Operations](https://www.servicenow.com/docs/access?context=how-to-use-playbook&family=yokohama&ft:locale=en-US) : Playbook activity card displays updated invoice statuses. AP specialist reviews and acts on the mapping recommendations by Now Assist. [\[Placeholder link text to key using-apo-ai-agents\]](https://www.servicenow.com/docs/access?context=using-apo-ai-agents&family=yokohama&ft:locale=en-US) : Use agentic workflows in Accounts Payable Operations to resolve invoice inquiry cases raised by employees and suppliers. These workflows also help track associated invoice records efficiently. With an agentic workflow, you can process a high volume of invoice inquiries that come through email attachments to significantly reduce the workload of human agents. | | Zurich | [Tax engine integration](https://www.servicenow.com/docs/access?context=tax-engine-integration&family=zurich&ft:locale=en-US) : The tax engine integration framework validates supplier-provided tax against system tax at invoice line level, maintains compliance with regional and global tax regulations. This integration triggers automatic tax validation, handles exceptions for tax variance and missing data, enables manual revalidation and rolling up of system tax. [Convert invoice type](https://www.servicenow.com/docs/access?context=convert-invoice-case&family=zurich&ft:locale=en-US) : Enable your accounts payable specialist to manually change the invoice type, which results in improved accuracy and compliance. For example, changing a non-purchase order (PO) invoice to a PO invoice type. [Using Playbook in Accounts Payable Operations](https://www.servicenow.com/docs/access?context=how-to-use-playbook&family=zurich&ft:locale=en-US) : Process your invoices more efficiently, adhere to compliance, and provide financial accuracy across processes by using new exceptions such as the Missing tax code invoice and currency mismatch between invoices and purchase orders. [IT Asset Management purchase order invoice processing](https://www.servicenow.com/docs/access?context=apo-integration-with-itam&family=zurich&ft:locale=en-US) : Confirm that ITAM receipts are available and the received quantity is updated in the purchase orders through the integration between the IT Asset Management and Accounts Payable Operations applications. [Set APO properties](https://www.servicenow.com/docs/access?context=set-apo-properties&family=zurich&ft:locale=en-US) : The recommend invoice owner AI agent auto-suggests and fills in the appropriate business owner based on historical patterns. This process sets up auto-confirmation from suppliers, resulting in shorter invoice processing cycles. [Universal Request in Accounts Payable Operations](https://www.servicenow.com/docs/access?context=universal-request-in-apo&family=zurich&ft:locale=en-US) : Employees and suppliers can raise general case requests and track case activity updates from their respective portals by using the ServiceNowUniversal Request (UR) application. Universal requests eliminate confusion about which department to contact for assistance. [Distribution set in Accounts Payable Operations](https://www.servicenow.com/docs/access?context=distribution-sets-in-apo&family=zurich&ft:locale=en-US) : Apply predefined distribution sets to split invoice amounts across multiple cost centers or GL accounts without having to do manual entry for each invoice line in PO invoices and non-PO invoices. This process helps distribute costs to multiple cost centers automatically, reducing manual work for Accounts Payable specialists. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Accounts Payable Operations features. {#dfrn3-accountspayableoperations-summary__entry__14} | Release | Release notes | |-|-| | Yokohama | [Work with invoices](https://www.servicenow.com/docs/access?context=work-with-invoices&family=yokohama&ft:locale=en-US) : * Invoice line statuses are updated as: * PO matching error to Mapping error * PO matching completed to Mapping complete * Matching error to Mapping error * Review mapping [Invoice ingestion process when Document Intelligence is unavailable](https://www.servicenow.com/docs/access?context=invoice-ingest-docintel-unavailable&family=yokohama&ft:locale=en-US) : Accounts Payable Operations integration with Document Intelligence enables AP admin to create invoice manually when DocIntel is down. The capture invoice details activity card displays the Create invoice option. | | Zurich | [Invoice exceptions](https://www.servicenow.com/docs/access?context=work-with-invoice-exceptions&family=zurich&ft:locale=en-US) : The Insufficient goods receipt exception has been enhanced to validate line-level quantities accurately when multiple invoices are submitted against a single purchase order even if a sufficient goods receipt exist.The Insufficient Funds (Line Amount) functionality has been enhanced to perform validation of available funds at the invoice line level, matching each invoice line against its respective purchase order line when multiple invoices are generated for the same purchase order line.The Insufficient Funds (Header Amount) logic has been enhanced to validate available funds at the invoice header level against the corresponding purchase order when multiple invoices are created for the same purchase order. | [ ] ## Removed Between your current release family and Zurich, some Accounts Payable Operations features or functionality were removed. {#dfrn3-accountspayableoperations-summary__entry__20} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Deprecations Between your current release family and Zurich, some Accounts Payable Operations features or functionality were deprecated. {#dfrn3-accountspayableoperations-summary__entry__26} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Accounts Payable Operations. {#dfrn3-accountspayableoperations-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | Activation information : Install Accounts Payable Operations by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Accounts Payable Operations is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Accounts Payable Operations by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Accounts Payable Operations is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Accounts Payable Operations we have noted them here. {#dfrn3-accountspayableoperations-summary__entry__38} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Accounts Payable Operations we have noted them here. {#dfrn3-accountspayableoperations-summary__entry__44} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Accounts Payable Operations, such as specific requirements or compliance levels. {#dfrn3-accountspayableoperations-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Accessibility information : Dark theme : The new Coral theme includes a dark theme option for web and mobile experiences. This option is commonly used to alleviate eye strain and improve readability. | [ ] ## Localization information If there are specific localization considerations for Accounts Payable Operations we have noted them here. {#dfrn3-accountspayableoperations-summary__entry__56} | Release | Release notes | |-|-| | Yokohama | Localization information : Accounts Payable Operations supports multiple languages. The current DocIntel model is trained to extract invoices in the English language only. If you want to process an invoice in the multiple languages supported by DocIntel, you must train the DocIntel model. | | Zurich | Localization information : Accounts Payable Operations supports multiple languages. However, the current DocIntel model is trained to extract invoices in the English language only. If you want to process an invoice in the multiple languages supported by DocIntel, you must train the DocIntel model. | [ ] ## Highlight information If there are specific highlight considerations for Accounts Payable Operations we have noted them here. {#dfrn3-accountspayableoperations-summary__entry__62} | Release | Release notes | |-|-| | Yokohama | * Leverage Accounts payable document classification skill to classify email attachments into invoice, credit memo, or supporting documents based on the AI recommended confidence score resulting in error free invoice data extraction. * Validate supplier provided tax against a system-calculated tax by integrating an enterprise-grade tax engine resulting in straight-through processing of invoice while improving accuracy, compliance, and operational efficiency * Introduced Agentic workflow in Accounts Payable Operations to resolve invoice inquiry cases raised by employees and suppliers thereby significantly reducing the involvement of human agents. * The ServiceNow® Now Assist offers generative AI purchase order line-mapping to improve accuracy and reduce manual work. * Experience the new generative AI skill for invoice data extraction, designed to enhance accuracy and reduce manual effort. * Leverage AI-powered GPT-4o-driven invoice data extraction with Document Intelligence for improved accuracy and reduced manual effort. * Get instant, real-time assistance from generative AI to summarize invoice case details through the Now Assist panel. * Use the Accounts Payable Operations properties page to control the configuration of APO properties. | | Zurich | * Leverage Accounts payable document classification skill to classify email attachments into invoice, credit memo, or supporting documents based on the AI recommended confidence score resulting in error free invoice data extraction. * Validate supplier provided tax against a system-calculated tax by integrating an enterprise-grade tax engine resulting in straight-through processing of invoice while improving accuracy, compliance, and operational efficiency. * Process your invoice more effectively and accurately with the new missing tax code invoice exception and currency mismatch. * Handle various AP related inquiries and tasks through a single entry point by using the Universal Request (UR) as a multi-purpose request form. * Leverage AI-powered agentic workflow to recommend the appropriate business owner for non-PO invoices based on historical patterns. * Automate cost allocations in the invoice lines using distribution sets. See [Accounts Payable Operations](https://www.servicenow.com/docs/access?context=acc-pay-mgmt-landing-page&family=zurich&ft:locale=en-US) for more information. | [ ]