Instructor for this course

What is Accounts Payable (AP) Workflow? How is it different from a Document Management system? The differences between the two are explored in this course.

Discover the different functionality AP Workflow systems can supply including Purchase Order validation, confirmation of account coding and compliance to company specific approval and other business rules.

In this accounts payable training you will learn what due diligence should be performed by the company to identify, and then record, requirements for an Accounts Payable Workflow system.

Discover who should be on the steering committee and project teams. And since an Accounts Payable Workflow tool is not just about Accounts Payable, this discussion will include the role of IT throughout the implementation process. We will also identify the groups of employees who will need access to the system and others who may benefit by being set up as users.

Change management is key in implementing any new system. Discover the steps needed to communicate such an implementation to vendors and to any employees who are involved in the Procure to Pay Work Stream, receive invoices directly from vendors today, or have invoice approval responsibilities. 

Course Series

This course is included in the following series:

4 CoursesAccounts Payable Automation

  1. What to Consider in an Accounts Payable Workflow Solution
  2. Selecting an Accounts Payable Automation Provider
  3. No PO, No Pay – Can It Work for Your Organization?
  4. Creating an Accounts Payable Documentation Management Policy

Learning Objectives

  • Explore what an Accounts Payable (AP) Workflow system is and what it is not
  • Discover how an Accounts Payable Workflow system can increase efficiency and improve compliance of company specific business rules
  • Identify the basic functionality of an AP Workflow system as it relates to validating invoice data against Purchase Order (PO) details or coding and approval supplied by a user
  • Discover what due diligence should be performed prior to selecting a tool or vendor
  • Explore the steps to be taken for successful change management 
Last updated/reviewed: May 22, 2022

Included In Certifications

This course is included in the following Certification Programs:

16 CoursesAccounts Payable Management Certification

  1. Accounts Payable - Learn the Terminology
  2. A Deep Dive into the Responsibilities of Accounts Payable Operations
  3. The Vendor Master – Creating A Solid Foundation for Accounts Payable Processing
  4. The Basics of 1099's
  5. Prioritizing Accounts Payable Workload - Divide and Conquer
  6. Strengthening Vendor Relationships - Steps That Can Be Taken by Accounts Payable
  7. The Benefits of Reconciling Purchase Order Goods Receipts Not Yet Invoiced
  8. Reconciling Aged Open Payables and Outstanding Checks
  9. Benefits of An Accounts Payable Recovery Audit
  10. No PO, No Pay – Can It Work for Your Organization?
  11. What to Consider in an Accounts Payable Workflow Solution
  12. Creating an Accounts Payable Documentation Management Policy
  13. Communicating the Role of Accounts Payable to Others
  14. Justifying and Presenting the Needs of Accounts Payable Operations
  15. The Basics of Project Management for Accounts Payable
  16. KPIs and Metrics for Accounts Payable Manual Processes

19 Reviews (77 ratings)Reviews

Member's Profile
My company is in the midst of a software implementation as i am completing this course. I cannot express the reassurance this course has provided me. My team has been following most, if not all, of the steps referenced and suggested in this course. My team has been utilizing the correct resources and have been assigning duties to the correct individuals. I look forward to relying these details to my superiors, it is comforting to know these are standard protocols.
Member's Profile
This is my second course by Anne and I like the way she presents. clear and consice and, she really packs a lot into the time. Thank you Anne. I will be back for another course soon. Larry
Member's Profile
I liked that it had detailed information. I think that a person wanting to know more about AP workflow would benefit from this course the most.
Anonymous Author
The course was good. I wish on these courses you could see which answer were wrong, so you can go back and listen to that section again.
Anonymous Author
again, too much text info in the slides, they should be more illustrative so they can be compensated with what the teacher is explaining
Member's Profile
Lots of good points to consider when implementing an automated AP workflow or even just improving your manual AP processes.
Anonymous Author
Lots of good information presented to consider when evalutating the Workflow solution for Accounts Payable
Anonymous Author
Good reminder of AP workflows and considerations to be made before moving forward with implementation.
Member's Profile
The material was very useful, especially since my company is going through a AP workflow system.
Anonymous Author
Good practical overview. I appreciate the inclusion of the process flow chart in the notes.
Member's Profile
The course was informative on creating workflow solutions and understanding the field.
Anonymous Author
Very useful for anyone who is considering implementing a workflow system.
Anonymous Author
This course was very informative & helped me to understand the process.
Anonymous Author
Very good overview. I liked the discussion surrounding the dashboard.
Anonymous Author
Very comprehensive - so much information packed into a short time.
Member's Profile
I felt the course was a little fast. Perhaps slow down a bit.
Member's Profile
Informative course- the instructor was clear and precise.
Member's Profile
Good overview well delivered
Anonymous Author
Nicely put together


Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the course "A Deep Dive into the Responsibilities of Accounts Payable Operations" prior to completing this one.

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  3:28Introduction to What to Consider in an Accounts Payable Workflow Solution
  5:20What is Accounts Payable (AP) Workflow?
What to Consider
  1:43Challenges is Managing AP
  6:09The Invoice and Related Data
  6:46The Role of IT
  10:07How does it all work?
  4:53Business Rules, Dashboards and Reporting
  11:24Requirements to Consider
  8:52Challenges and Conclusion
Continuous Play
  58:41What to Consider in an Accounts Payable Workflow Solution
  PDFSlides: What to Consider in an Accounts Payable Workflow Solution
  PDFWhat to Consider in an Accounts Payable Workflow Solution Glossary/Index