Getting started with Oxiom Invoice Processing
Launch your first invoice workflow quickly with a practical onboarding path for AP analysts, approvers, and finance operations teams.
Step 1: Access your workspace
Sign in through your organization-specific Oxiom login URL, confirm your role-based access, and use the dashboard overview to review pending invoices, queue volumes, and recent activity.
Step 2: Upload your first invoice
Open Upload from the navigation, drag in a PDF, JPEG, PNG, or TIFF invoice, and confirm the file enters the intake queue with source and receipt details attached.
Step 3: Track invoice through workflow
Monitor the invoice as it moves through Received → Processing → Verified → Approved → Payment-Ready → Paid so you can see exactly where work is happening and where follow-up is needed.
Step 4: Use search to find invoices
Use global search and filters to find invoices by supplier, amount, status, location, approver, or invoice number without manually scanning worklists.
Step 5: Review exceptions and resolve issues
Open exception queues to resolve duplicates, missing fields, validation mismatches, or approval blockers before they affect processing deadlines.
Onboarding checklist
- ✓Confirm your login URL, MFA status, and user role.
- ✓Review dashboard KPI cards.
- ✓Upload a sample invoice.
- ✓Verify the invoice appears in the queue.
- ✓Open the invoice detail view.
- ✓Practice filtering by status and supplier.
- ✓Save a recurring search.
- ✓Review exception handling steps.
- ✓Identify your approver path.
- ✓Bookmark the support hub.