The workflow page is where all activities and configuration is carried out for Kofax AP Agility. The options available depend on your permissions.

The menu along the top of the screen 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.

Jobs

You can search the jobs using Find or Create a new job altogether.

Scan

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

Settings

This menu item is visible to users with Administrator privileges only.

The following settings are available.

• Administration

• Organizations

• IP Configuration

• AP Configuration

• ERP Connections

• GL Account Structures

• Email Notifications

Help

This menu provides links to help for various activities. If you have the necessary permissions, there is also help for configuring Kofax AP Agility.

Below the menu is a list of invoices that requires action. The Activity Name listed for each invoice is dependent on user permissions. Users see only those documents that they can process.