What's New for AP Payments Users
The work is the same: capture, code, approve. The app just looks and feels better.
Five Things to Know Before You Open It
- New design, same job. Same module, same data. The screens, gestures, and shortcuts have all been redesigned. Document Flow is now AP Payments.
- Capture lives on the Receipts page. To start a new receipt or run a Quick Receipt batch, open the Receipts tab and tap the + icon in the bottom bar. That is your entry point into the capture wizard.
- Filter chips at the top of the Invoices list. On the Invoices tab, tap chips like All, In Progress, or On Hold to filter. Each chip shows a status dot and a count.
- One Distribution wizard. Coding is now a 5-step wizard — Job, Cost Code, Category, Amount & Tax, Review. The same wizard handles new lines and existing ones.
- Profile lives top-left. Tap your avatar in the top-left to open the drawer for Settings, Help, and your other queues.
Where Did It Go?
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You used to... |
Now you... |
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Open Imported Documents |
Tap + on Receipts, or open Import Documents in the menu |
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Check Invoices and On Hold separately |
See both in one Invoices screen — just tap the On Hold filter |
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Find Quick Receipts on the home page |
Tap + on Receipts |
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Find Settings on the home page |
Tap your avatar, then Settings |
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Code with split/balance icons |
The Distribution wizard codes each line in 5 steps. The Distributions screen still has the Add (+), Split, and Balance (=) icons — Balance splits the amount evenly across your lines (two or more lines required). These controls work on every status except Approved. |