Level 2 - AP Pro Online Course

Level 2 course overview

Level 2 explores the full capabilities within the AP Pro platform for invoice handling. This level walks you through the functionality that as a member of an AP team you will need to know.

At the end of this level you will understand:

• How to review, approve or dispute an invoice
• How to manage exception handling and manual matching
• How to manually create, code, and search for an invoice
• How to perform batch actions
• How to use and export data from accrual reporting

There is a lot of content here but we recommend this for all AP clerks and Managers who will be using the platform on a day-to-day basis.

In this lesson, Ulrika Mårtensson, Senior Business Consultant, covers reviewing an invoice and approving at both the header and row level.

Lesson length: 7 mins

In this short lesson, Ulrika Mårtensson, Senior Business Consultant, walks you through how to dispute an invoice directly with a supplier from within the AP Pro platform.

Lesson length: 4 mins

In this lesson, Ulrika Mårtensson, Senior Business Consultant,provides a walk-through of the different coding options available to you when having to process an invoice that is not connected to a PO or an agreed spend plan.

Lesson length: 8 mins

In this lesson, Maarten Lauken, Senior Global Technical Presales Manager, will discuss how you can perform different searches in the AP Pro platform and find the invoices you are looking for.

Specifically, he will focus on

• The default available filters
• How to use the quick filter feature to retrieve invoices easily
• How to use the column headers to filter the data in place
• Creating and saving advanced search parameters for efficiency

Lesson length: 13 mins

In this short lesson, Ulrika Mårtensson, Senior Business Consultant, walks you through how to manually create an invoice if/when this is required.

Lesson length: 3 mins

In this extended lesson, Maarten Lauken, Senior Global Technical Presales Manager, will discuss manual order matching.

Specifically, he will focus on

• How business users can already follow up on matching results today
• The overview presented to an AP Clerk with all exceptions and issues
• How AP clerks can handle deviations and get a clear overview of both order and invoice data
• Visibility into matching deviations through the Basware Analytics environment

Lesson length: 27 mins

In this lesson, Maarten Lauken, Senior Global Technical Presales Manager, will discuss how you can manage your invoice workflows in the AP Pro platform.

Specifically, he will focus on

• Managing the invoices currently in the workflow through the list
• Changing the workflow of an individual invoice
• Handling exceptions
• Reviewing your workflows and identifying bottlenecks

Lesson length: 16 mins

In this lesson, Maarten Lauken, Senior Global Technical Presales Manager, will look at how batch actions are performed with the AP Pro platform, how this new function will save you significant amounts of time, and walk you through setting these up.

Specifically, he will focus on

• How to the perform the same action on multiple invoices.
• How to retrieve submitted invoices and follow them through the workflow.
• How to intervene when transfer tasks fail, how you can get visibility on the error queues and the reason why the transfer task failed.

Lesson length: 6 mins

In this lesson, Olav Maas, Director, Product Management, explains how accrual reporting will save you time generating reports to see open invoices during your period.

Specifically, he focuses on:

• Where to find the accrual reporting in AP Pro
• Available parameters for generating your accrual report
• How to easily retrieve the data of the accrual report

Lesson length: 10 mins