Accounts payable

This section is the home screen for the Accounting role. To use it, your organization needs to have the supplier operations portal enabled: that's how invoices, shipping notices and statements come in.

Accounts Payable brings together the document side of the supplier relationship after the purchase: issued orders, shipping notices, invoices to review and statements to reconcile.

The dashboard

The main screen shows total POs, pending shipping notices, invoices to review and open statements. For each indicator you see the monthly trend and there are quick links to each inbox.

The document circuit

1. The supplier confirms the PO from their portal.

2. When shipping, they send an ASN (shipping notice) with carrier, tracking and quantities.

3. They invoice against the PO: the AI extracts the data from the PDF and the system validates the document (in Argentina, against ARCA/AFIP) and cross-checks invoice ↔ PO ↔ ASN.

4. Your team reviews and approves or rejects. If your organization uses the approval workflow, the invoice goes through its chain of approvers based on cost center and amount. What's approved continues its payment circuit.

5. Periodically the supplier sends their statement to reconcile balances.

In this section

• POs, shipping notices and invoices: the three operational inboxes and their statuses.

• Statements and suppliers: reconciliation and view by supplier.

• Invoice approvals: approval chains by cost center and amount, the My approvals inbox and approval by email.

The section's Conversations group the exchanges with suppliers by document (a rejected invoice opens its own thread, for example).