APO landing page

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of APO landing page

    The Source-to-Pay Workspace landing page centralizes all relevant information and tasks for Accounts Payable Operations roles within ServiceNow. It enables users to efficiently manage their tasks and cases from a single interface. Access the workspace by navigating toAll > Accounts Payable Operations > Accounts Payable Workspace. The default landing page provides a role-specific dashboard with quick access to actionable items and important data visualizations.

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    Landing Page Views by Role

    The landing page content adapts based on the user’s role to streamline task management and visibility:

    • Accounts Payable Specialist (roles: snapapm.accountspayablespecialist, snapapm.admin):
      • Create new invoice cases quickly via a dedicated widget.
      • Filter information by supplier or legal entity to focus on specific segments.
      • View invoices categorized by state, invoice exception types, and invoices at risk of late payment.
      • Access unassigned cases in the team backlog.
    • Agent (roles: snapcm.agent, snapcm.admin):
      • Create new inquiry cases through a dedicated widget.
      • Filter data by supplier.
      • Track open inquiries by status and category.
      • Review unassigned inquiries in the team backlog.
    • Task Owner:
      • View open invoice tasks assigned personally, including tasks by state and due date filters.
      • Monitor exception tasks with due dates approaching.
      • See unassigned tasks assigned to their assignment group.

    Key Features

    • Role-specific dashboards: Tailored widgets and charts provide focused insights and quick access to relevant cases and tasks.
    • Interactive filters: Supplier and legal entity filters allow users to customize the data displayed in widgets for targeted review.
    • Quick actions: Easily create new invoice or inquiry cases directly from the landing page to accelerate workflow.
    • Task and case management: Visual summaries of open tasks, exceptions, and backlogs help prioritize work and improve productivity.
    • Navigation convenience: A home icon allows users to return to the landing page at any time.

    Practical Benefits for ServiceNow Customers

    By leveraging the APO landing page in the Source-to-Pay Workspace, ServiceNow customers can:

    • Efficiently handle accounts payable operations with role-appropriate visibility and actions.
    • Improve case resolution speed by focusing on prioritized tasks and exceptions.
    • Reduce risk of late invoice payments by tracking invoices due soon and at risk.
    • Streamline collaboration through visibility into unassigned tasks and team backlogs.
    • Customize views to supplier or legal entity context, enhancing data relevance and decision-making.

    Use the Source-to-Pay Workspace landing page to find all the information that you need and view the tasks specific to your role, all in one location.

    Open the Source-to-Pay Workspace by navigating to All > Accounts Payable Operations > Accounts Payable Workspace.

    When you open the Source-to-Pay Workspace, the home page is displayed by default. If you navigate away from the home page, you can select the home icon (Home icon) to return to the home page.

    As an agent, you can view and manage to-do tasks assigned to you, open any unassigned cases, and cases by priority. As an Accounts Payable Specialist, you can view and manage tasks assigned to you, open any unassigned cases, cases by priority, invoice exceptions, and invoices at risk of being paid late.

    Landing page view for an Accounts Payable Specialist

    The following information is displayed on the landing page when you log in to the workspace with the Accounts Payable Specialist [sn_ap_apm.accounts_payable_specialist] or admin [sn_ap_apm.admin] role.
    Note:
    For a detailed analysis on each component, select the respective widget or chart.
    Table 1. Landing page view for an Accounts Payable Specialist
    Title Type Description
    Quick actions
    Create New Invoice Widget Opens a new tab that enables you to create a new invoice case with the Invoice automation category.
    Review your work
    Supplier Filter Filter by supplier to view information for specific suppliers in the widgets of the Review your work section.
    Legal entity Filter Filter by legal entity to view information for specific legal entities in the widgets of the Review your work section.
    My invoices Widget Displays the invoices grouped by their state.
    Top invoice exception types Donut chart Displays the invoice exceptions grouped by type.

    Select View all to view a list of all the exception types.
    Invoices due soon Bar chart Displays the invoices grouped by state that are due soon.

    Select View all to view a list of all the invoices that are due soon.
    My team
    Backlog Widget View the list of cases that are yet to be assigned.

    Landing page view for an agent

    The following information is displayed on the landing page when you log in to the workspace with the agent [sn_ap_cm.agent] or admin [sn_ap_cm.admin] role.
    Note:
    For a detailed analysis on each component, select the respective widget or chart.
    Table 2. Landing page view for an agent
    Title Type Description
    Quick actions
    Create New Inquiry Widget Opens a new tab that enables you to create a new invoice case with the Inquiry category.
    Review your work
    Supplier Filter Filter by supplier to view information for specific suppliers in the widgets of the Review your work section.
    Open inquiries by status Widget Displays the inquiries grouped by their status.

    Select View all to view a list of all the inquiries.
    Inquiries by category Widget Displays the inquiries grouped by their category.

    Select View all to view a list of all the inquiries.
    My team
    Backlog Widget View the list of cases that are yet to be assigned.

    Landing page view for task owner

    The following information is displayed on the landing page when you log in to the workspace with the task owner role.
    Note:
    For a detailed analysis on each component, select the respective widget or chart.
    Table 3. Landing page view for task owner
    Title Type Description
    Work assigned to you
    Open tasks Widget Displays the number of invoice tasks in Open status.

    Select View all to view a list of all the invoices that are in open state.
    Tasks by state Bar chart Displays the invoices grouped by state that are due soon.

    Select View all to view a list of all the invoices that are due soon.
    Your tasks
    Exception task Filter Displays the card view of invoice tasks. Filter by due dates to view details of exception tasks for task owners that are due soon.
    Summary
    Unassigned tasks Widget View the list of invoice tasks that are assigned to the assignment group of the current user. For more information on the fields of invoice tasks, see Create New Invoice task form