Review payables work

AP Ops Center follow-up brings bills due and receipts that still need billing attention into a consistent payables review list.

It helps the AP team spot work that could otherwise be missed across separate bill and receiving workflows. It does not create, post, or pay a bill for you.

Who can use this playbook?

Your company needs the Ops Agents feature. Users see resulting work according to their normal AP access; editing the playbook requires Ops Center Admin.

Where to find it

1. Select your entity.
2. Open Ops Engine > Agents.
3. Select AP Ops Center follow-up.
4. Open Ops Center to work the matching payables items.

What it reviews

• Bills due that need payment or review.
• Receipts to bill by supplier that need the related bill completed or checked.

Customize the review

• Use available conditions to focus on the AP work that needs attention first.
• Choose the display and review settings shown in the editor.
• Set a run-again interval that fits your AP review cycle.
• Add team notes so reviewers understand the intended process.

What does not change

The playbook identifies work for review. Your normal bill approval, payment, and posting controls still apply.

If expected work is missing

• Confirm that you selected the correct entity and have AP access.
• Check that the playbook is active and that the record still meets its conditions.
• Ask an administrator to review the playbook settings or your Ops Center Admin access.

Related topics

• Ops Playbooks: make recurring operational review consistent
• Ops Center: work your daily priorities in one place