The Kofax AP Agility lists invoices that require action. The Activity Name listed for each invoice is dependent on your user permissions. You see only those documents that you can process.

You can sort the columns so that they appear in an order that suits your needs.

For each document in the work queue, the following information is listed.

Activity Name

The name of the activity that a document requires. This name is a link and clicking on it opens the document in the listed activity.

(Hold) indicates that a document is on hold for the listed activity.

Invoice Number

The invoice number, if available.

Vendor Name

The vendor name, if available.

Business Unit

The business unit name, if available.

Invoice Type

The invoice type, if available.

Invoice Amount

The invoice amount, if available.

Invoice Currency

The invoice currency, if available.

PO Number

The purchase order number, if available.

PO Type

The purchase order type, if available.

Invoice Date

The invoice date, if available.

Due Date

The invoice due date, if available.

Discount Amount

The discount amount, if available.

Discount Due Date

The discount due date, if available.

Assigned To

The name of the user assigned to process the document.

Priority

The priority of the invoice. This number is a in increments of ten, with ten as the lowest default priority.

For more information on queries, refer to the Help for TotalAgility Designer.

Above the work queue is a menu that has the following options.

To Do

Select this item to open the General Work Queue where all activities related to Kofax AP Agility are listed. Depending on their permissions, users may see a different set of documents that require processing.

Scan

This enables you to scan a document so that it is submitted for processing.

Help

This menu provides links to help for various activities.