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Invoice Automation
 

Invoice Automation

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    Invoice Automation Invoice Automation Presentation Transcript

    • Invoice Automation
    • Invoice Automation What is Invoice Automation?
    • Invoice Automation
      • Invoice handling process and providing straight-through processing for Accounts Payable.
        • Invoice Processing work flow
        • Efficiency
        • Control
        • Visibility
        • Invoice Matching
          • Eliminates Errors
        • Performance
        • Pay and save
    • Invoice Automation
        • Capture
        • Email
        • cXML
        • Image
        • Vendor Portal
        • File Upload
        • External Source (Cortex)
        • Invoice KPI’s
    • Invoice Automation
        • Export
        • Send Invoice to external system.
        • xml
        • file
        • database
        • Payment
        • Capture payment information for tracking.
    • Invoice Automation
    • Invoice Automation receive correct dispute code match approve pay inquiry enter external system interaction ProcureIT internal process
    • Quiz
        • Which ProcureIt version was Invoice Automation released?
        • Who was our first eInvoice client?
        • Who is a first Invoice Automation client?
        • Which client was behind the invoice work flow changes?
    • Invoice Automation
        • Invoice Processing work flow
    • Invoice Automation Entry Process workflow (Pre-Process/Discrepancy/Approval/Payment) Short Receive Short Pay Exceptions Rejections Invoice Type
    • Invoice Automation Recurring Invoice Payment Discounts GL Templates Copy of existing invoices
    • Invoice Automation Invoice Only Mode API
    • Invoice Pre-Process
    • Pre-Process
      • Invoice can be sent to pre-process for review/editing
    • Invoice Discrepancy
    • Discrepancy
      • Two types of discrepancy
        • Receiving discrepancy
        • Financial discrepancy
    • Invoice Post-Process
    • Post Process
      • Allows to review invoice before approval
    • Invoice Approval
    • Common Users for Invoice Spend Rules
      • Organizational Invoice Manager Approval Routing by
        • Departmental Contact followed by spending limits
          • Most common method at this point
            • Used with Centralized AP
            • Today’s organizations are linking an Invoice Image which can be viewed by the approver
        • Creator
        • Project Manager
    • Common Uses for Invoice Condition Rules
      • Organizational Invoice Manager Approval Routing by
        • Header
        • Detail
        • Distribution
    • Invoice Approval
      • Approver can approve, reject, void, short pay invoice.
      • Approver can add notes and attachments.
      • Approvers can be given the ability to modify GL codes.
      • Approvers can view image if integrated with imaging system.
      • Demo
    • Invoice Post-Approval
    • Post Approval
      • Invoice can be directly exported to AP/GL.
      • Post approval clearing work queues can be created if required.
    • Invoice Automation
        • Invoice Matching
    • Invoice Automation
        • Capture
    • Invoice Automation
        • Export
    • Invoice Automation
        • Payment
    • Invoice Automation New Invoice Matching