Source-to-Pay Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • The Source-to-Pay Workspace enables you to manage and work on cases and tasks related to invoices and invoice exceptions.

    The Source-to-Pay Workspace provides a dashboard and tools that enable you to do the following:

    • Manage all the invoice cases and complete your actionable tasks
    • View and respond to inquiries and requests​
    • View and work with all the invoices, including the invoices that have exceptions​

    The Source-to-Pay Workspace supports global search, which enables you to search for information using keywords. The search results include all the items that the keyword appears in, for example, cases, tasks, short description, content, or attached files.

    Note:
    The global search is available only for users with the Accounts Payable Specialist [sn_ap_apm.accounts_payable_specialist] role.

    The Source-to-Pay Workspace is automatically installed if any of the following applications are installed:

    • Accounts Payable Invoice Processing (com.sn_ap_apm)
    • Invoice Case Management (com.sn_ap_cm)

    End user and roles

    Table 1. End user and roles
    End user and goal Required role
    Accounts Payable Specialist: View and manage invoice processing cases and tasks. sn_ap_apm.accounts_payable_specialist
    Agent: View and manage invoice inquiry cases and tasks. sn_ap_cm.agent