Managing Invoice Holds

95% of pilot users told us that they prefer AP Worklist over the previous e-mail system!

What is the AP Worklist?

The AP Worklist is an online tool for Yale business offices to electronically view, process and approve invoices on hold.

• Easy-to-use interface routes invoices on hold directly to the unit that is required to take action prior to payment
• Invoices are routed to an individual’s Worklist based on the organization segment of the PTAEO
• Users take action on an invoice and directly update Oracle. This eliminates Accounts Payable intervention and improves invoice payment time to Yale suppliers!

"...a new way to process invoices on hold"

Why Use the AP Worklist?

The AP Worklist improves turn-around time for resolving payment issues.

Most Valuable Features identified by pilot users:

• Improved visibility/one location of holds
• Immediate notification of holds
• Immediate releasing of holds
• Ability to view invoice image

How do I get started using the AP Worklist?

To get started, click here.

Need More Help?

We welcome your questions about Yale’s tools and applications!  If you have a question about the AP Worklist, you may be able to instantly find the answer on our “Frequently Asked Questions" page, click here.

If you are experiencing technical difficulties, please contact the ITS Help Desk.

ITS Help Desk
785.3200
432.9000
helpdesk@yale.edu

If you have a question about a business process such as why is this invoice on hold or how do I release this invoice from hold, please contact the AP Help Desk.

Accounts Payable Help Desk
432.5394
432.5077
ap.holds@yale.edu