Procure-to-pay

Vendor master data through purchasing, AP, automation, and payment — the P2P cycle.

Intended role

AP specialists and procurement accountants

Goal

Process vendor spend accurately from request to payment

Done when

You can take a vendor from master data through bill and payment in the Help procedures.

1. Lesson 1

   Understand Vendors

   Mark complete

   Clean vendor records, terms, and 1099 setup are the gate to every bill.

   Confirm: create a vendor in Accounts Payable

   Do this in HelpBackground

2. Lesson 2

   Understand Purchasing

   Mark complete

   Purchase orders and receiving enable matching and control spend.

   Confirm: create a purchase order

   Do this in HelpBackground

3. Lesson 3

   Understand Accounts Payable

   Mark complete

   Bills, approvals, and matching are the core AP workflow.

   Confirm: enter and approve a vendor bill

   Do this in HelpBackground

4. Lesson 4

   Understand AP Automation

   Mark complete

   OCR and automated capture reduce keying when volume grows.

   Confirm: set up AP Automation for bills

   Do this in HelpBackground

5. Lesson 5

   Understand Vendor Payments

   Mark complete

   Pay approved bills by check, ACH, or electronic payment and post cash.

   Confirm: pay vendor bills

   Do this in HelpBackground