With payables agent, when there is a new incoming vendor invoice, there will be a new record in Agent Tasks.
I used to open Agent tasks to find the new record.
When I use the role centre of Account payable administrator, I found a section with some tiles for Payable Agent.
It is found that the role centre only shows the records in E-Document, not the agent tasks.
Therefore, if the incoming vendor invoice with the status Review Incoming, I still cannot find it in the role centre.
I was trying to change the default criteria on the tile so that it can show the number of unprocessed vendor invoice, but I don't find a way to change it.
In this case, the payable clerk cannot know a new incoming vendor invoice from the role centre, the payable clerk will need to go inside Agent tasks and find it.
Has anyone have any idea?
Thank you!
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