The AP Agility Workflow enforces common business rules on invoices that are already extracted and line-paired. Successful invoices that require no manual intervention, also known as straight-through processing, are released for payment.

Invoices that require manual intervention may be processed through one or more of the following activities.

Coding activity

This form is one of several that use a shared form. The purpose of the Coding activity is to apply missing or incorrect GL codes to line items.

For more information on how to use the Coding activity, refer to the Kofax AP Agility Workflow Help.

Approval activity

This form is one of several that use a shared form. The purpose of the Approval activity is to approve a document so that it is sent for payment.

For more information on how to use the Approval activity, refer to the Kofax AP Agility Workflow Help.

Exception activity

This form is one of several that use a shared form. The purpose of the Exception activity is to fix exceptions with a document so that it can proceed with processing.

For more information on how to use the Exception activity, refer to the Kofax AP Agility Workflow Help.

Line Pairing Exception activity

This form is one of several that use a shared form. The purpose of the Line Pairing Exception activity is to handle line pairing exceptions for PO invoices.

For more information on how to use the Line Pairing Exception activity, refer to the Kofax AP Agility Workflow Help.

Comment Request activity

This form is one of several that use a shared form. The purpose of the Comment Request activity is so that a user with questions is able to get the information that they need so that the invoice can proceed with processing.

For more information on how to use the Comment Request activity, refer to the Kofax AP Agility Workflow Help.

Hold activity

This form is one of several that use a shared form. The purpose of the Hold activity is to remove an invoice from the workflow until specific information is provided. Once that information is available, the invoice returns to the workflow for further processing.

For more information on how to use the Hold activity, refer to the Kofax AP Agility Workflow Help.