Webinar

AP back to basics:
Keeping invoice workflows inside NetSuite

Wednesday, August 19th | 11:00 AM ET / 16:00 BST
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You've implemented an AP automation solution, so why is your organization still handling part of the process in spreadsheets, emails, Slack, and Teams chats?

When questions arise mid-process—about coding, approvals, or unfamiliar invoices—most teams step outside the system to get answers. Context gets lost, follow-ups fall through the cracks, and your AP process ends up trapped in your email inbox.

Without the right controls and visibility in place, gaps in your invoice process can introduce data privacy and compliance risks that are difficult to track and harder to fix.

In this 45-minute session, you'll learn about:

  • Inbox configuration: How AP administrators can control which columns appear and in what order, and how to restrict invoice visibility based on role, subsidiary access, or assignment to optimize your workflow

  • Collaboration tools: How to bring conversations directly into your invoice workflow, so questions like "How should this be coded?" get answered right where the work is happening.

  • Managing exceptions: How to handle common corrections like a wrong vendor or missing PO without ever leaving the inbox, reducing errors and keeping high-volume teams moving.

  • Keeping work visible and organized: How to label items, flag what needs follow-up, and ensure nothing gets lost.