Background & problem
When Your Accounts Payable Setup Becomes a Maze
Accounts Payable Setup involves configuring the systems and workflows that manage vendor invoices and payments, which is crucial for daily accounting as it ensures timely payments, accurate cash flow tracking, and maintains the financial controls needed for compliant operations.
Due to rapid product growth and frequent feature releases, PMs and Engineering added numerous configurations to the AP setup without Design Team input. Over time, this created a complex, overwhelming interface with poorly organised settings that lacked logical grouping.
Old Accounts Payable page with little to no grouping.
Users struggle to navigate the overwhelming, poorly organised interface, leading to confusion, and longer setup times.
Painpoint 01
Complex, ungrouped settings generate more support tickets and require additional resources for customer troubleshooting.
Painpoint 02
New users face difficulty understanding the setup process without clear guidance or intuitive workflow organisation.
Painpoint 03