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.

You can edit an existing query or add a new query to display documents with specific columns. See the Help for TotalAgility Designer for more information about queries.

You can add the following list of columns to a query.

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. If there are multiple invoices, this may be a list with semi-colon separated entries.

Vendor Name

The vendor name, if available. If there are multiple vendors, this may be a list with semi-colon separated entries.

Business Unit

The business unit name, if available. If there are multiple business units, this may be a list with semi-colon separated entries.

Invoice Type

The invoice type, if available.

Invoice Amount

The invoice amount, if available. This is the total sum of all invoices processed in that job.

Currency

The invoice currency, if available. If there are multiple currencies, this may be a list with semi-colon separated entries.

PO Number

The purchase order number, if available. If there are multiple purchase orders, this may be a list with semi-colon separated entries.

PO Type

The purchase order type, if available. If there are multiple PO types, this may be a list with semi-colon separated entries.

Invoice Date

The invoice date, if available. If there are multiple invoices in a job, the earliest invoice date is displayed.

Due Date

The invoice due date, if available. If there are multiple invoices in a job, the earliest invoice due date is displayed.

Discount

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.

Error Text

Displays any errors if they occurred in previous activities or process steps.

Note This column is used by the Invoice Processing activities only.

Priority

The priority of the invoice. This number is 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 settings.

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.