Documents are processed by Kofax AP Agility AP Workflow in the following order. Documents that enter the AP Workflow have their invoice header fields and line items extracted automatically, If there are any issues with validating the invoice header fields or line pairing, a manual review of these is required. PO invoices have their line items paired automatically with purchase order lines during automatic line pairing.

If there are any issues with a document, it is passed to one of the Exception activities. If there are no exceptions, PO invoices are sent to the Approval activity, while NON-PO invoices go to the Coding activity for manual review and then on to the Approval activity. Approved invoices are then sent for document export.

Throughout the AP Workflow, exceptions can occur so those documents are sent to the Exception activity for resolution.

Finally, Kofax TotalAgility cleans up documents after a configurable amount of time. This means that Kofax AP Agility does not store any documents permanently.