Templates

13 total

Reusable blueprints for flows, roadmaps, and other AP diagrams.

13 templates

Name	Type	Description	Tokens	Client Flows	Version
Roadmap	ROADMAP	90-Day AP Roadmap container	0	1	v1
Month-End Reconciliation	RECONCILIATION	Monthly AP reconciliation and closing procedures	0	0	v1
Exception Handling	EXCEPTION	Process for handling invoice exceptions and discrepancies	0	0	v1
Payment Processing	PAYMENT	Payment batch creation and execution workflow	0	0	v1
Multi-Level Approval	APPROVAL	Multi-tier approval workflow for invoices above threshold	0	0	v1
Invoice Coding & Review	INVOICE CODING	Process for coding invoices with GL accounts and routing for approval	0	0	v1
Invoice Intake Flow	INVOICE INTAKE	Standard invoice intake and initial processing flow	2	1	v1
Month-End Reconciliation	RECONCILIATION	Monthly AP reconciliation and closing procedures	0	0	v1
Exception Handling	EXCEPTION	Process for handling invoice exceptions and discrepancies	0	0	v1
Payment Processing	PAYMENT	Payment batch creation and execution workflow	0	0	v1
Multi-Level Approval	APPROVAL	Multi-tier approval workflow for invoices above threshold	0	0	v1
Invoice Coding & Review	INVOICE CODING	Process for coding invoices with GL accounts and routing for approval	0	0	v1
Invoice Intake Flow	INVOICE INTAKE	Standard invoice intake and initial processing flow	2	0	v1