Roles

Account Payable

an accounting professional who manages and processes a company’s outgoing financial obligations and payments to vendors, suppliers, and creditors

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Your job, minus the screen work

Your job comes down to three verbs: match the invoice to the PO and receipt, resolve whatever does not match, and pay vendors on terms. The matching and chasing happen across a dozen screens. The judgment is yours.

Where your week goes

  • Opening invoice PDFs from the inbox and keying headers and lines
  • Searching the ERP for the matching PO and receipt
  • Working the match-exception report line by line
  • Emailing buyers about price gaps and pasting acknowledgements into threads
  • Logging in to supplier portals to check whether goods actually shipped
  • Rebuilding the variance spreadsheet by hand for the controller
  • Answering "where is my payment" calls

What an agent takes over

What stays with you

  • Accepting a price when a surcharge might be legitimate

  • The vendor call that saves a relationship or finds a missing credit memo

  • Every payment hold and every vendor bank change

  • Duplicates the rules cannot prove

Apps you already juggle

Your ERP (Epicor, SAP, Dynamics 365, NetSuite, Viewpoint Vista, Sage Intacct, Yardi and more), Outlook, Excel, SharePoint, banking portals, supplier and vendor portals, tax portals and DocuSign.

  • ERP
  • Outlook
  • Excel
  • SharePoint
  • banking portals
  • supplier and vendor portals
  • tax portals
  • DocuSign
  • Epicor
  • SAP
  • Dynamics 365
  • NetSuite
  • Viewpoint Vista
  • Sage Intacct
  • Yardi

A week, before and after

Before

  • Monday: clear the weekend inbox and key every PDF
  • Midweek: chase buyers about price gaps one email at a time
  • Thursday: build the payment proposal and pull holds by hand

After

  • Every morning: a review queue where each item already shows invoice, PO and acknowledgement side by side
  • Approve, reject or correct; the agent applies it and re-matches
  • Thursday: approve a payment proposal where every hold carries its reason
  • Friday: review the variance log with purchasing

See every workflow for your role

AP touches hundreds of workflows across all three industries; browse the full list and filter by yours.

Accounts Payable workflow catalog 111 manufacturing · 95 construction · 94 property management

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