AP Pro has been designed keeping professional users in mind, based on customer feedback and enhancement requests we have received over the last few years. The main objective of AP Pro is to enable users to be more efficient and perform their tasks much more quickly. It provides a uniform user experience for professional users and introduces a new, actionable dashboard with improved search functionality.
Key new features:
One-stop shop experience: AP Pro has a smart and powerful home page view offering a one-stop shop experience. Status graphs at the top of the page provide users with an overview of all pending invoices in the system and can immediately start working on relevant tasks. Users no longer need to navigate between different parts of the applications to access all their tasks. Having all invoices in one view makes invoice processing, especially deviation handling, faster than ever before. Users can now handle most of the invoice processing directly from the split views on this page. This saves time and effort compared to navigating back and forth between the invoice list and invoice details view. Users can also modify the user interface in many ways to fit their needs. Possibilities to customize the view are much more comprehensive in AP Pro than in Workplace.
New control state: User-specific settings are saved in a new control state, ensuring that users get their favorite view every time they log in.
Comprehensive searches: Invoice search has been enhanced in many ways in AP Pro. For example, there are many different date criteria available on quick search and there are more search criteria available in the advanced search than earlier. Users can also save searches making it easy to perform the same search next time.
Powerful invoice list: There is a major improvement on the invoice list grid. The invoice list is faster to use and also offers new capabilities like Pivoting and Pinning. Pivoting (similar to what is available in Microsoft Excel) allows users to display invoice data in a much more efficient manner and provides new insights to the data available. Invoice list filtering has also been improved. Quick filters allows easy filtering, and column filters provide possibility for multi-criteria filtering that was not possible in Workplace.
Support for PDF images: AP Pro fully supports PDF invoice images. This makes it easier to read, find and utilize the data in the images. For example, users can copy text from PDF images and find text from the PDF images. Users can even edit the PDF images in AP Pro in the receipt phase of the invoice process.
AP Pro has been added to our main navigation in Edge. Users who have access to both Edge personal and AP Pro will see a new section in the navigation bar called "Accounts Payable". You can easily navigate between the different modules using these sections: Home, Tasks, Accounts Payable, etc.
The Activity center contains an overview of the batch actions you have performed on documents. You can view the results of all of your batch actions. If an action was not successful or not performed correctly, you can easily filter for the documents that need to be retried. The content of the activity center is user-specific. It is not possible to see batch actions that have been performed by other users.
The grid in AP Pro is very powerful and supports many ways of working. Standard functionalities exist such as organizing your columns, setting your personal favorite order of columns, hiding columns you don't need, or pinning key columns to the left or right of the grid so they are always in view. When working with the content, the grid supports sorting columns, filtering columns (even with blank values), grouping, and pivoting.
Yes! In the 19.12 release we introduced multi-session support. For example, you can work on your invoice queue in AP Pro, and switch easily to Workplace to do updates to spend plans.
Note that AP Pro runs in modern web browsers (such as Chrome, Firefox, Safari, or the most recent Microsoft Edge) but Workplace requires Internet Explorer 11, so the two solutions must be run in two different browsers. The URL is different between AP Pro and Workplace, so you can easily bookmark these solutions in their proper browsers.
We understand that it takes some time to get used to a new user interface and a new way of doing things (even if it is simpler and more efficient). So, to ensure that there are no disruptions to your operations, multi-session support has been introduced to allow users to work in Workplace and AP Pro side-by-side in different browsers. For example, your AP users can work on their invoice queue in AP Pro, and switch at any time to Workplace to make updates to spend plans.
Yes, AP Pro remembers your basic settings, like column ordering and pinning. Actual search criteria are not remembered, such as a search on invoice number 1234. Your settings will even be kept after AP Pro is updated each month.
Accrual reporting became available in AP Pro with the 20.11 release, and the functionality exceeds what we currently offer in Workplace.
Accrual reporting is the first report in AP Pro that allows data extracts exceeding 5,000 coding rows. You can define the parameters for the accrual report, then AP Pro creates the report in the background. You don't need to wait for the report to be completed - AP Pro notifies you, and anyone else you want to notify, when it's ready for download.
In the displayed example, there a total of 141 invoice documents pending in the workflow. These documents contain a total of 145 sub-statuses. This is because some documents have multiple sub-statuses due to row level activities.
No, the Overview page in its current format in Workplace will not exist in AP Pro. Instead, the panels at the top of AP Pro give you insight into the outstanding backlog. All graphs that were available in Workplace are now accessible from Analytics or can be created using a search in AP Pro.
Yes, AP Pro follows the same behavior for advanced validation that Workplace does.
With the powerful grids in AP Pro, you can put grid columns in any order, hide columns, and pin columns to the left or right of the grid so they are always visible. When you make customizations, they are saved for you, and can be accessed even if you use AP Pro in a different browser, or after a version upgrade.
It is also possible to reset the grids to the default configuration. From the user menu in the top right corner, click Restore default settings to remove your customizations.
In 20.4, we introduced a feature called Workload Management in AP Pro. This feature enables organizations to distribute their invoice backlog across their AP workforce. More information about this feature can be found from our timeline card.
Yes. From our main navigation, you can access a module called Data Management. Here you will find various self-service configuration tools for Basware Purchase-to-Pay. You can access this section from the Gear icon > Data management.
One of the available sections within Data Management is called "Table maintenance". Here you can access the various EXT tables to be maintained for your processes. This feature is available as of release 20.9.
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