Confirm Environment Readiness

Confirm setup access, security privileges, test environments, invoice samples, and policy approvals before enabling Payables Agent.

Before enabling Payables Agent:

• Verify access to required setup pages.
• Verify required security privileges.
• Confirm testing environments are available.
• Confirm invoice samples have been collected.
• Confirm authorized users can access Compliance & Control.
• Confirm policy and control requirements have been reviewed by the appropriate business owners.

Users who configure or review Invoice Completion policies and anomaly controls require the applicable Manage Payables Compliance and Control or View Payables Compliance and Control privilege.

After activation, provide sufficient time for synchronization activities to complete.