Getting Started
Access
How do I get access to this application?
Departmental Business Managers or their designees arrange for Yale Staff to access the AP Worklist by contacting Rob Bores, Yale University Procurement, at 432-5974.
Departmental Business Manager or designees:
To request access for yourself and others, please provide Rob Bores, Yale University Procurement with the following data:
- The names and NetIDs of the individuals requiring access to the application.
This should be the individuals who currently process the invoice holds for the unit.
And
- The portion(s) of the University Oversight Hierarchy the individuals will need access to.
Access may be granted at any branch of the hierarchy, from the Officer level to the Organization level. The larger the branch the easier the access will be to maintain for the unit. The Hierarchy may be viewed online by following this link:
https://www-iisp1.its.yale.edu/orghier/ohfront7.aspd
Staff:
Individuals awaiting access will be copied on all e-mails regarding their access request. Once access is granted to the AP Worklist, all pending holds will be routed to your Worklist and the e-mail process will cease.
Training
Do I need to attend training?
Training is recommended but not required. To arrange for training, departmental business managers should contact Rob Bores, Yale University Procurement. Training may consist of a hands-on session at the unit, a demonstration in an auditorium setting or the use of on-line training. The style of training used will depend on the needs of the unit and the individuals involved.
Where can I find training materials and guides?
Please review the following materials while you are awaiting creation of your account:
Need More Help?
We welcome your questions about Yale’s tools and applications! If you have a question about the AP Worklist, you may be able to instantly find the answer on our “Frequently Asked Questions" page, click here.
If you are experiencing technical difficulties, please contact the ITS Help Desk.
ITS Help Desk
785.3200
432.9000
helpdesk@yale.edu
If you have a question about a business process such as why is this invoice on hold or how do I release this invoice from hold, please contact the AP Help Desk.
Accounts Payable Help Desk
432.5394
432.5077
ap.holds@yale.edu
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