Avaap AP Invoice Automation Introductions Avaap by the Numbers AP - - PowerPoint PPT Presentation

Avaap AP Invoice Automation

 Introductions  Avaap by the Numbers  AP Invoice Automation  Q&A

Joan Watson Principle Consultant joan.watson@avaap.com Phone: 651-399-0708 Greg Cardwell Senior Account Executive greg.cardwell@avaap.com Phone: 949-378-4083

Fastest Growing Infor Lawson Professional Services Practice Certified Technical & Functional Consultants Preferred Infor Implementation & Staffing Partner Active Avaap/Infor Customers

Avaap By The Numbers



1:



2013:



81:



20%:



165+:

The Avaap Portfolio

Services Solutions A.C.E.

Staffing & Recruiting

• Security Dashboard
• Requisition Dashboard
• ProcessFlow Dashboard
• AttachIt
• Avaap Test Automation
• CAFR
• Full Time Placement
• Contract for Hire
• Contract
• Temporary
• Product Development
• RICE
• System Monitoring
• OnDemand

Infor

• Lawson Services
• M3 Services
• Landmark Applications
• Hardware Resell Services
• Infor 10, IPA, ION
• LS9
• BPA

What are your current processes?

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Do you scan your invoice documents?

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How do you approve invoices?

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How are the limits defined for approvals?

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How do you manage tracking by clerks?

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How do you focus on the aging reports and forecasting?

Introducing AP Invoice Automation

Process

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Process paper and fax invoices, leveraging partner provided scanning, indexing and OCR

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Workflow to route invoices for approval, review and coding

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Monitor status of invoices from all sources Benefits

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Simplify invoice review and approval

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Reduce costs for processing invoices

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Faster access to more complete information about invoices

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Improved utilization of early payment discounts

Overall Process

Key Processes

 Interfaces to imaging systems  Invoice entry  Workflow routing  Online approvals  Status tracking  Dashboards for managing the process

Document Management

AP Invoice Automation Highlights

 Support third-party solutions for scanning

(including OCR), imaging and indexing

 Invoice entry

 Support for attachments, including scanned

invoices and other supporting docsr

Remember: we have designed AP Invoice Automation to complement imaging and document capture partners

we have designed AP Invoice

The Business Process

AP Automation Invoice

Highlights

 Account / expense coding for expense

invoices

 Workflow routing, review and approval

process

 Approval rules  Visibility to where an invoice is within the

process

 Online workflow and approval

Enter Invoices

 Process invoices  View invoice image  Enter or update

invoices

 Specify

distributions

 Tie to purchase

• rders

 Attach or link to

invoices/supporting documents

 Track errors

Invoice Assignment Rules

 Rich Client based  Mobile based

(Smartphone)

 Assigning AP Clerk  Invoice Routing

Rules

 Invoice Notification

Overall Process

Approve

 Submit for approval  Email notifications

to approver

 Track approval

history

 Track Invoices by

Status

 Search for Invoices

Complete the Process

Enter or interface invoices Automatically Route Approve Electronically Track Invoices Forecast Pay Analyze

Enter Approve Monitor Pay

Requirements

 Scanning Imaging and indexing software

Optional

 Landmark installed  AP Invoice Automation  LSF Security  Web services  Spreadsheet Designer  Smart office

Avaap can implement AP Automation

 Simplified invoice

entry, review and approval

 Faster and less

costly processing

• f invoices

 More complete

information and visibility across all invoices

 Better

management of entire process

AP INVOICE AUTOMATION

Joan Watson Principle Consultant Joan.watson@avaap.com Phone: 651-399-0708

Contact sales@avaap.com