For Users
Run daily accounts-payable operations. Task-first and role-based — find your role, follow the steps. No configuration required.
In this track
Section titled “In this track”- AP Clerk Dashboard — Your daily home: what needs attention and where.
- Processing Incoming Invoices — Move new invoices through intake to ready-for-review.
- Reviewing AI Extractions — Check and correct what the AI pulled from a document.
- Editing Invoice Data — Fix fields, line items and totals before submitting.
- Three-Way PO Matching — Match invoice, purchase order and receipt.
- Submitting for Approval — Send a clean invoice into the approval workflow.
- Approval Queue Overview — See everything awaiting your decision.
- Reviewing Invoices for Approval — What to check before you approve or reject.
- Batch Approval Operations — Approve or reject many invoices at once.
- Exception Handling — Resolve holds, mismatches and flagged invoices.
- Reports & Analytics — Track throughput, aging and approval performance.
- Understanding Approvals — How routing, escalation and auto-approval behave — the why, not the setup.
- Invoice Manager Guide — A tour of the invoice manager and its states.