http://www.square-9.com/case-study/accounting-document-management-software | Businesses have always struggled to streamline the workflow of their Accounts Payable department. However, with the latest Accounts Payable Solutions this is becoming a thing of the past. By utilizing the many tools available within Square 9’s Purchase to Pay applications, businesses everywhere can start to see a significant rise in productivity within their Accounts Payable department.

2. Purchase to Pay can help any Accounts Payable department to work more effectively.
Developed by Square 9 Softworks, developer of highly intuitive award winning Document
Management Software, AP departments that utilize Purchase to Pay have a lot to look
forward to, including:
• Dramatically reducing high transaction costs of processing paperwork
• Instantly improve AP Processing with web forms generation
• Streamlining procedures with document workflow routing
• Creating a structured and streamlined digital process
• Handling the matching, approval and distribution of both Purchase Orders and Invoices
Square 9’s Purchase to Pay is an end-to-end solution for
efficient Accounts Payable automation.
In this presentation, we will show
you the step-by-step process as
to how Square 9’s Purchase to
Pay securely and efficiently
handles all Accounts Payable
documentation.

3. Step 1:
• Users can initiate the Purchase to
Pay process by completing a web
based requisition eForm.
• Via a web based browser, the
eForm can be submitted anywhere
at anytime.
• This process is user-friendly and
convenient for remote users.

4. Step 2:
• The system automatically routes
the submitted form to the
designated approving manager
via email.
• The manager is automatically
notified to review the requisition.
• When complete, the manager
submits the requisition back into
the workflow for further routing.

5. Step 3:
• The designed workflow process will
generate a purchase order.
• The purchase order for vendor
distribution can then be sent via
email.
• The required information is
automatically filled out via
previously stored data.

6. Step 4:
• The Invoice is scanned into
SmartSearch.
• It utilizes advanced OCR assisted
indexing to properly file the Invoice
away.
• The process eliminates a high
percentage of manual data entry and
cuts down immensely on potential
entry errors.

7. Step 5:
• Users then have the option to apply
cost centers to Invoice line items.
• Or, they have the option to apply
general ledger codes to Invoice line
items.
• The Purchase to Pay solution works
to support accurate bookkeeping.

8. 3-Way Match is Performed
The intuitive SmartSearch solution
will match incoming Invoices with
their respective Purchase Orders
and Packing Slips.
After the three-way match is
confirmed, SmartSearch routes the
invoice for final approval and
payment.
Step 6:
Step 7:

9. Step 8:
Purchase to Pay then can
feed your high value data to:
• QuickBooks®
• Microsoft Dynamics
• And many other leading
financial systems to
accommodate your needs

10. Square 9 Softworks was founded in 2001 as a division of InfiNet
Business Systems. With a commitment to proven practices and cutting
edge technologies, Square 9 has developed a library of innovative tools
for business automation.
As a trendsetting software development firm, Square 9 has become the
creative force in the next generation of cloud-enabled Content
Management Solutions, allowing organizations of all sizes to embrace
the reality of a paperless office.
129 Church Street
New Haven, CT 06510
203-789-0889
http://www.square-9.com/