Account Space includes Account Menu as the main entry point for account operations, references, and processing modules.
Applications -> verification -> tracker -> reference
Use Account Space to find the two account modules available in Utopia: Account Menu and AP Workspace.
Account Space
Start in Account Menu for account operations and reference pages. Open AP Workspace when approved records are ready for payment processing and payable reporting.
Use this section to scan the account-side modules available before opening the detailed menus lower on the page.
Account Space includes Account Menu as the main entry point for account operations, references, and processing modules.
Applications -> verification -> tracker -> referenceAP Workspace handles the records that are ready for payable processing, payment summary review, and payout follow-up.
Approved records -> payable processing -> payment follow-upSupplier Payment Request and Backcharge Application are available for account-side submission work.
Supplier payment -> backcharge -> submission recordsClaims, benefits, salary advances, SGS, backcharges, and supplier payment checks are grouped here.
Claim verification -> benefit checks -> approval reviewHistory pages, payment trackers, supplier lists, and item references support the full account workflow.
History -> trackers -> supplier and item referencesUse this as the main account operations menu for account-side requests, checks, trackers, and reference pages.
Verify general claims after manager approval.
Benefit ClaimsVerify benefit claims after HR approval.
Advance Salary VerificationReview HR-approved advance salary requests.
SGS CommissionVerify commission claims and supporting documents.
BackchargesVerify and process intercompany backcharge requests.
Supplier PaymentsVerify and process approved supplier payment requests.
Track supplier payment requests from submission through follow-up.
Backcharge TrackerTrack intercompany backcharge requests and account status.
Backcharge HistoryView past backcharge records for reference.
Petty Cash OverviewView petty cash submissions, approvals, and balances.
Use this workspace after records are approved and ready for payable processing, bank submission, or AP reporting.