AP WorkCenter - Roles and Access Management
In the AP WorkCenter, access to specific categories is managed based on roles. Set filters by Business Units to view permissible work items. Identify incomplete vouchers, available prepayments, unpaid vouchers, submissions for approval, and other transaction statuses. Manage control groups, recycled vouchers, budget check errors, document tolerance exceptions, and more. Monitor scheduled payments, paycycles, and suppliers pending approval. Easily edit vouchers by clicking on their ID and making necessary changes. Explore the comprehensive functionalities of the AP WorkCenter for efficient finance management.
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Presentation Transcript
AP WorkCenter 2/19/2025 1
AP WorkCenter Category availability is based on roles. The ones that remain in black text you will not have access to. You will need to set the filters before using the page. You would probably just want to do it by your Business Unit. 2/19/2025 2
AP WorkCenter 2/19/2025 3
AP WorkCenter Once you have set up your filters, you will be able to see the work that is in the system, for each category that you have access to, based on your roles. 2/19/2025 4
AP WorkCenter 2/19/2025 5
AP WorkCenter Incomplete Vouchers: All vouchers in incomplete status. Available Prepayments: List of available prepayments. Unpaid Voucher Status: All vouchers that are yet to be paid. Vouchers Submitted for Approval: Vouchers that have been submitted for approval and have a pending approval status. May have errors. Voucher Mass Approval: Voucher Mass Approvals page Vouchers Rejected by Approvers: Vouchers that have been denied approval. Vouchers Ready for Posting: Vouchers that are ready for posting Transactions Ready for Asset Management: Transactions that are ready to be posted to Asset Management. Transactions Ready for Landed Cost: Transactions that are ready to be extracted to landed cost. Transactions Ready for AR: Transactions ready to be posted to Accounts Receivable. 2/19/2025 6
AP WorkCenter Unverified Control Groups: List of Unverified Control Groups. Recycled Vouchers: Vouchers that are in recycle status. This does not include incomplete vouchers. Budget Check Errors: Vouchers with Budget Check Errors. Document Tolerance Exceptions: Vouchers with Document Tolerance exceptions. To Be Matched: View the Match Workbench - To Be Matched page. Match Exceptions Exist: View the Match Workbench - Match Exceptions Exist page. Match Dispute: View the Match Workbench - Match Dispute page. Manually Overridden: View the Match Workbench - Manually Overridden page. Overridden - Credit Note: View the Match Workbench - Overridden Credit Note page. 2/19/2025 7
AP WorkCenter Scheduled Payment on Hold: Vouchers on payment hold. Paycycle Manager: List of paycycles. Payments Ready for Posting: Payments ready for posting. Suppliers Pending Approval: Suppliers Pending Approval. 2/19/2025 8
AP WorkCenter You are able to click on the voucher ID and that will open up a new window and allow you access to see the error and edit the voucher and save the changes. 2/19/2025 9
AP WorkCenter Vouchers that are able to be approved can be Mass Approved. Attachments can be viewed from this page. You can click on the Voucher ID, a new window will open and you are open and review the voucher. 2/19/2025 10
AP WorkCenter Reports/Queries 2/19/2025 11
