AP User Journey

This guide walks you through the typical workflow for Accounts Payable users—from logging in to managing and approving jobs.

Step 1: Start at the Home Page

When you log in, you land on the Home Page, which displays:

• Jobs awaiting your approval — Jobs where you are the designated approver

• Jobs assigned for your review — Jobs where you are the Reviewer

This gives you a prioritized view of everything requiring your immediate attention.

Step 2: Navigate to the Job List

For a complete view of all jobs, navigate to the Job List page. Here you can browse, search, and filter jobs beyond just those awaiting your action.

Step 3: Filter by Owner

To see only the jobs you own, apply the Owner filter and select yourself. This narrows the list to jobs under your responsibility.

For detailed instructions, see:

• How do I see the jobs I own?

• How do I see the jobs that my team owns?

Step 4: Save Your Filters

Once you've configured your preferred filters, save them for quicker access on future visits. Saved filters let you jump directly to your customized view without reapplying settings each time.

Learn more: How to use Job List filters