AP Specialist

Position Goal

What this role aims to achieve in the company.

Final Product

The measurable outcome of a successful job (e.g., timely vendor payments, payroll accuracy, compliance, etc.).

Job Description

Overview of responsibilities.

Lines of Communication

• Internal contacts (with names/emails)
• External contacts (vendors, bookkeepers, etc.)

Daily / Weekly / Monthly / Quarterly / Annual Responsibilities

Common Mistakes – Cheat List

A list of common pitfalls with simple “avoid this” tips

Tips & Best Practices

Helpful suggestions from current team members

Files / Documents:

• Upload section for PDFs, Excel templates, SOPs, etc.
• Upload section for PDFs, Excel templates, SOPs, etc.
• Upload section for PDFs, Excel templates, SOPs, etc.
  

Programs / Platforms Used:

• Short description + link/logins (optional)
• List of tools/software required for the job
  

Passwords

Secure section (a third party secure plugin would be needed)

Embedded Videos

• Otter-transcribed, short videos (under 200MB each)
• Each video grouped into the relevant section above (example: “How to enter subcontractor payments”)