The Launchpad is a panel in the AP Center that displays shortcuts to common AP tasks. It appears on the right side of the screen. To show or hide the Launchpad, use the Show launchpad or Hide launchpad button in the page header.
Navigation
In the AP Center, select Show launchpad in the page header.
When the AP center is opened, the launchpad will appear by default. Show launchpad only needs to be clicked when the launchpad has been hidden.
Launchpad panel
The Launchpad header contains a three-dot (⋮) menu that opens the Manage launchpad panel.
The Launchpad contains 10 items by default. Items appear in the order set in the Manage launchpad panel. Some items expand to show sub-items when selected. Each item links to the corresponding action in R365.
An item appears in the Launchpad only if you have the permission listed for it.
Item | Description | Permission needed |
|---|---|---|
Create credit memo | Apply a vendor credit. | Create AP Credit Memos |
Enter multiple invoices | Select to expand. Opens options for Mass invoice entry and Import AP transaction. | Create AP Invoices |
Create manual payment | Record a payment made outside R365. | Create AP Payments |
Create invoice | Add a new AP invoice. | Create AP Invoices |
Create payment run | Batch approved invoices for payment. | View Payment Runs and Edit Payment Runs |
Create vendor | Add a new vendor record. | Create Vendors |
Documents to process | Select to expand. Opens options to Review documents and Upload document. | Review documents: View Documents to Process (accounting or operations) Upload document: Create Documents to Process (accounting or operations) |
Run end of period reports | Select to expand. Opens options to open the P&L report and Balance sheet. | Run Reports |
Bank activity | Match and review bank activity. | Process Bank Activity |
AP aging | Vendor balances by age bucket. | Run Reports |
Manage launchpad
The Manage launchpad panel controls which items appear in the Launchpad. It also sets the order those items appear in. Open it by selecting menu button in the Launchpad header.
Element | Definition | |
|---|---|---|
1 | Drag handle | Drag to reorder items in the Launchpad. |
2 | Save | Applies the current toggle and order settings to the Launchpad. |
3 | X (close) | Closes the Manage launchpad panel without saving changes. |
4 | Item toggle | Turns a Launchpad item on or off. Only items toggled on appear in the Launchpad. |