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App catalog / ap-einvoice

AP E Invoice Reference Application

Workday

It is a Workday Extend Application that exposes an inbound endpoint and associated orchestration logic to receive text-based electronic invoices in multiple XML schemas.

Reference Presentation Card Model Orchestration Workday Extend Workday Orchestrate
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Check out only this folder and keep the git history, so you can open a pull request from the same checkout. See the contribution guide. 

git clone --filter=blob:none --sparse https://github.com/Workday/WorkdayDeveloperProgram.git
cd WorkdayDeveloperProgram
git sparse-checkout set catalog/ap-einvoice

The zip carries the same trail: its SOURCE.md records the commit it was built from and these commands.

title: AP E-Invoice Application

description: An application that takes an XML based electoric Invoice (e-invoice) and processes it to create a Supplier Invoice in Workday.

*Version 2026.1

Introduction

View AP E-Invoice forum page for more information on this app.

What it is

The AP E-Invoice Application is a Workday Extend Application that exposes an inbound endpoint and associated orchestration logic to receive text-based electronic invoices in multiple XML schemas. The orchestration performs schema handling, data validation, mapping, and other processing before invoking Workday Financials services to generate a Supplier Invoice (AP Invoice) record in Workday.

Here is a Demo Video of the application.

Follow the instructions below to deploy and set up the application on the GMS tenant. Once it is deployed and the one-time setup is performed, you can immediately see how it works with the seed data and sample invoices.

What’s inside

  • sampleinvoices — sample invoices to use for http invocation
  • apeinvoice.zip — the source code
  • AP-E-InvoiceReferenceApplicationDemo.mp4 — demo / tutorial video
  • AP-E-InvoiceReferenceApplicationOverview.pdf — Application Overview
  • ConfiguringOptionalCustomObjectForE-InvoiceApplication.pdf — Custom Object Creation
  • scripts — scripts to prepare source zip for deployment

Before you Deploy

  1. Download the AP E-Invoice app source apeinvoice.zip. The delivered application has an App Reference ID of ‘apeinvoice_pgbbrx’. The App Reference ID is composed of the application name (apeinvoice) + ”_” + org (company) specific suffix (pgbbrx).
  2. Determine the suffix for your org by looking at an existing app or create a dummy app. Let’s say you determined the suffix to be “abcdef”
  3. Download and Execute the delivered script updateAppid.sh (Mac/Linux) or updateAppid.ps1 (Window) as follow updateAppid.sh apeinvoice.zip apeinvoice_pgbbrx newAppName_abcdef
  4. A new zip called “newAppName_abcdef.zip” will be created.

Deploy Instructions

  1. Take the new zip file you created above
  2. Open the app console Console.
  3. Select “Create Extend App->Upload a Zip file”
  4. Give as App Name and Reference ID the app name you provided to the Update Utility in step 3. (i.e. newAppName)
  5. Select Create and Edit
  6. Deploy

Configuration Instructions

App Manager

You can access App Manager within your tenant by doing a search for App Manager and choosing the task.

  1. Navigate to App Manager. Choose Configure on the AP E-Invoice app.
  2. In the Model Components section, locate the Security Domain EInvoice App Domain and click Create in the Domain Security Policy column.
  3. Check Confirm and click OK.

Configure Tenant Security

Below, we have provided instructions on how to configure the Einvoice Application to work out of the box for the GMS tenant using the ‘lmcneil’ (Logan McNeil) user account.

Security Configuration for GMS Tenant for user lmcneil:

  1. Add Security Group HR Administrator with VIEW and MODIFY permissions to the following Domain Policies:
  2. Reports: Supplier Invoice Text Only
  3. Process: Supplier Invoice Work Queue
  4. EInvoice App Domain
  5. Add Security Group HR Administrator with Get and Put permissions to the following Domain Policies:
  6. Process: Supplier Invoice
  7. EInvoice App Domain
  8. Process: Supplier Invoice Work Queue

Summary of Required Security Groups configuration for other tenants:

  1. In your tenant, make sure the user you want to use for this application belongs to security groups that give the following pemissions:
  2. Security group has VIEW permissions to the following Domain Policies: 1. View: Supplier
  3. Security group has VIEW and MODIFY permissions to the following Domain Policies: 1. Workday Graph API Applications 2. Workday Query Language 3. Integration Event 4. Reports: Supplier Invoice Text Only 5. Process: Supplier Invoice Work Queue 6. EInvoice App Domain
  4. Security group has Get and Put permissions to the following Domain Policies: 1. Process: Supplier Invoice 2. Integration Event 3. Process: Supplier Invoice Work Queue 4. EInvoice App Domain
  5. Search for the Activate Pending Security Policy Changes task.
  6. Review the changes
  7. Confirm and activate

Einvoice Application One Time Setup

We have provided a one-time setup task that completes the configuration of the Einvoice application.

Follow the following steps to perform the One Time Setup:

  • Login as ‘lmcneil’
  • Naviagte to the E-Invoice Home (EInvoice Home)
  • Select ‘One Time Setup’ on the side menu
  • Click the ‘Perform One-Time Setup’ button

The “Perform One-Time Setup” button will create the required integration systems and seed sample invoices and data to provide a demo of the eInvoice application out of the box. The button disappears after it is clicked. To confirm the setup completed successfully, go back to the overview page and compare the number of records loaded to the expected counts below. If the counts do not match, you can come back to this page and run the ‘Perform One-Time Setup’ again.

Lookup References: 12 Tax Mappings: 3 Additional Attribute Mappings: 2

Test Instructions

Now that you have configured the security and performed the One-Time-Setup, it is time to test the application.

  • Login as ‘lmcneil’
  • Navigate to the E-Invoice Home (EInvoice Home)
  • Select Integration Systems on the side menu
  • Launch the integration system - AP E-invoice Process Single Invoice
  • Use 1 for the ‘queuedInvoiceId’ the required parameter . (1 is the id for the seeded invoice) and click OK.
  • Navigate to the E-Invoice Home (EInvoice Home) to monitor the processing and access the completed invoice.
  • When complete, select ‘E-Invoice Runs’ on the side menu to view the processed invoice.

Although the E-Invoice Reference Application functions out of the box without the optional Custom Object, setting it up using the steps found in this document demonstrates how invoice data maps to a custom object during processing.

In the Demo Video, we show how to launch the Einvoice processing using http protocol.