Accounts Payables Invoice Automation for SharePoint.

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Accounts Payables Invoice Automation for SharePoint

Transcript of Accounts Payables Invoice Automation for SharePoint.

Page 1: Accounts Payables Invoice Automation for SharePoint.

Accounts PayablesInvoice Automation

for SharePoint

Page 2: Accounts Payables Invoice Automation for SharePoint.

Dynamic Payables offers:

» Cost & Risk Management» Process Visibility & Automation» Governance

to account payablesprocessing by utilizing

» Scanning» Workflow» Reporting

on a cost effective SharePoint platform

COST & RISK

MANAGEMENT

GOVERNANCE PROCESS

VISIBILITY and

AUTOMATION

PERFORMANCE

REPORTING

Account P

ayables Managem

ent

Low TCO

Low

OPERATIONAL & IT

RISK

www.dynamicpayables.com

Page 3: Accounts Payables Invoice Automation for SharePoint.

Document Capture» Distributed or Centralized

» Use scanners, copiers, import

» Any Volume

» Any source - Paper, Fax, Email

Scanning

Data Extraction» Automatically read invoice data

» Data Validation to ERP

» Vendor, PO, etc

» Read barcodes

» Totaling checks and balances

» Eliminates/Reduces Data Entry

Page 4: Accounts Payables Invoice Automation for SharePoint.

Approval Processes» Pre-built Non-PO/PO Workflows

» Distributed Access

» Real-time ERP integration

» GL-Coding

» Match/re-try

Workflow

» Electronic Routing and Review

» Notification/Escalation

» Delegation

» Flexible Task Assignment

» Group (claim task)

» User

» Task Security

» Holiday/Work Calendar

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Visibility»Full Audit Trail

»Reporting

» Real Time Status

» Historical trending

» Dashboard – Key Indicators

» Vendor servicing

» Current invoice activity

» Research

» “Paid status” notification

Reporting

Document Access» Directly from ERP

» From SharePoint Portal

» Content Searchable

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Non-PO Workflow

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PO Workflow

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» Reduces Data Entry

» Real-time Data Validation

» Reduces Processing Errors

» Eliminates Duplicate Payments

» Reduces Storage and Mail Expenses

» Eliminates Lost/Misfiled Documents» Distributed Access (documents & process)

» Increases Processing Capacity

» Decreases Compliance Costs

Cost Reduction & Increased Productivity

Benefits

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» Provides for Early Payment Discounts

» Eliminates Late Fee Penalties

» Process Status and Monitoring

» Ensures Process Consistency

» Facilitates Load Balancing and Benchmarking

» Automatic Communication with Participants and Vendors

» Provides Real-time:

» Reporting and Access

» Key Indicator Monitoring

» Document Access

» Audit Trail History

Increased Control and Visibility

Benefits

Reduced Cycle Times

Page 12: Accounts Payables Invoice Automation for SharePoint.

» Microsoft SharePoint (WSS & MOSS)

» Browser-Based

» Full Featured Document and Records Management

» .Net

» SOA/Web Services, AJAX, XML and SQL Server

» Active Directory Authentication

» Open Architecture/Technology» Enterprise Expandable (HR, Sales & Marketing, Operations,…)

Technical Considerations

Fully Integrated with Microsoft Infrastructure

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Lowest Total Cost of Ownership» Leverages Existing:

» Technology Platform (SharePoint)

» Technical Knowledge and Resources

» Scanning/MFD Devices » Menu Driven Report Creation (SQL Reporting Services)

» Flexible, Drag & Drop Workflow Designer

» Preconfigured Workflow Templates

Cost Considerations

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Dynamic Payables

» Scanning» Workflow» Reporting

benefits account payablesprocessing through

» Reduced Cost» Increased Productivity» Reduced Cycle Times» Increased Control & Visibility

on a cost effective SharePoint platform

COST & RISK

MANAGEMENT

GOVERNANCE PROCESS

VISIBILITY and

AUTOMATION

PERFORMANCE

REPORTING

Account P

ayables Managem

ent

Low TCO

Low

OPERATIONAL & IT

RISK

www.dynamicpayables.com

Page 15: Accounts Payables Invoice Automation for SharePoint.

For more information or to view a self-paced web-demo contact:

5280 Solutions LLC 877.677.5280

[email protected]

www.DynamicPayables.com

Or contact your Authorized Dynamic Payables Partner