Level 3 - AP Pro Online Course

Level 3 course overview

Level 3 includes the most advanced content on the AP Pro Platform.

At the end of this level you will understand:

• How to customize your AP Pro Layout
• How to enable and use the workload management tools
• How to set automatic workload allocations for AP teams
• How Spend Plans can help you manage recurring payments
• And, how to set, review, and approve the different spend plan options

This level is for advanced users and AP Team leaders.

In this extended lesson, Ulrika Mårtensson, Senior Business Consultant, will discuss how you can customize the AP Pro layout to your needs.

Specifically, she will discuss;

1. How you can adapt the invoice list
   1. Filtering based on search criteria and the column sequence
   2. Filtering on columns to show or hide processed invoices.
   3. The different split-screen options
   4. And a review of the different invoice tabs.
2. The functionality of the coding grid.
   1. How to manipulate the columns
   2. How to define what your views
3. Manual matching
   1. How to search by purchase order

Lesson length: 25 mins

In this lesson, Olav Maas, Director Product Management, will discuss the workload management functionality and how this can maximize the efficiency of an AP team.

Specifically, he will focus on

• How to enable workload management in AP Pro
• How to set the automatic workload allocation for AP teams
• How to use Workload Management as a team manager
• How to use Workload Management as an AP Clerk

Lesson length: 11 mins

In this lesson, Ulrika Mårtensson, Senior Business Consultant, provides a short overview of the Spend Plan functionality. She will explain the 3 different types of Spend Plans available and how the process works in practice.

Lesson length: 5 mins

In this short lesson, Ulrika Mårtensson, Senior Business Consultant, walks through how you review and approve a spend plan.

Lesson length: 2 mins

In this lesson, Ulrika Mårtensson, Senior Business Consultant, explains the use case for a Scheduled Based Spend Plan and demos how to set up a schedule plan.

Lesson length: 9 mins

In this lesson, Ulrika Mårtensson, Senior Business Consultant, explains the use case for a Budget Based Spend Plan and demos how to set up a budget plan.

Lesson length: 6 mins

In this lesson, Ulrika Mårtensson, Senior Business Consultant, explains the use case for a Seld-Billing Based Spend Plan and demos how to set up a self-billing plan.

Lesson length: 6 mins