Newgen Accounts Payable Solution on Cloud


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Newgen Accounts Payable Solution on Cloud

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Newgen Accounts Payable Solution on Cloud

  1. 1. The process starts with OmniScan.
  2. 2. Start with a New Job in OmniScan (invoice.ini)
  3. 3. The Invoice and the Goods Received Note will be scanned and appear here
  4. 4. Data Entry is done here with validations, Pull down list for Vendor Names and Calendar for Date
  5. 5. Once all Invoices are entered, they are exported to OmniDocs
  6. 6. Export to the Process is through OmniDocs username and password.
  7. 7. An audit report is generated for all exported Invoices
  8. 8. This is the Audit Report
  9. 9. 1st User ‘Receiver’ logs in to OmniDocs
  10. 10. ‘Receiver’ clicks on OmniProcess to start the AP Process
  11. 11. ‘Receiver’ sees his queue and clicks on pending Invoice
  12. 12. ‘Receiver’ is taken to the viewer where he can see the actual Invoice and index values. Receiver can also put annotations like comments here.
  13. 13. ‘Receiver’ clicks on Approved to send it to the Purchase Officer
  14. 14. 2nd User ‘purchase’ logs in to OmniDocs
  15. 15. Purchase offices sees his pending invoices for approval. He clicks on the item and goes to the OmniDocs Viewer.
  16. 16. Purchase Office also approves it and sends it to the Approver/Buyer
  17. 17. 3rd User ‘approver’ logs in to OmniDocs
  18. 18. Approver/Buyer is also presented with pending Invoices. He clicks on them.
  19. 19. The Approver however sees a problem and select ‘SendBack’ to send the Invoice back to the Purchase Officer
  20. 20. Whenever the Purchase Officer logs in, he will see an Invoice in the ‘Exception’’ folder
  21. 21. Invoice has come back as an ‘Exception’. The Purchase Officer clicks, on it
  22. 22. Purchase changes the value from 9000 to 8000 and Approves. The Invoice will go to finance.
  23. 23. The approver logs in again
  24. 24. and approves the Invoice the value of which was changed by the Purchase Officer
  25. 25. 4th User ‘finance’ logs in to the system
  26. 26. And finds pending Invoices for final approval
  27. 27. The finance user puts in a note and sends the Invoice to the folder earmarked for Invoices cleared for payment. He can also reject and Invoice. All Rejected Invoices go into the ‘Reject’ folder
  28. 28. This is the OmniDocs repository of the Accounts Payable Process where Invoices are stored and moved.
  29. 29. The Invoice in this demo is now present in FinalInvoices with the folder similar to the vendor name.
  30. 30. Please contact for more details