7 Reasons to Switch to the
New Penta AP Workflow Solution
By Jack Shales
03/15/2023
7 Reasons to Switch to the
New Penta AP Workflow Solution
By Jack Shales
03/15/2023
REQUORDIT has partnered with Penta to develop the new and improved AP Solution for Penta for capture, indexing, coding, approval, and batch upload of invoices.
Leveraging OnBase’s WorkView platform and a new set of API’s, the new AP solution will give you everything that the legacy AP solution provided and more using a more robust and scalable toolset. Explore below for the reasons why!.
REQUORDIT has partnered with Penta to develop the new and improved AP Solution for Penta for capture, indexing, coding, approval, and batch upload of invoices.
Leveraging OnBase’s WorkView platform and a new set of API’s, the new AP solution will give you everything that the legacy AP solution provided and more using a more robust and scalable toolset. Explore below for the reasons why!.
1. Powerful New User Interface
Instead of jumping around to various OnBase modules, the new solution consolidates all end user activities to a single WorkView application that is fully ready to handle your current workload and scale up as you grow without impacting performance. AP Clerks, Purchasing Agents, Project Managers, and other people in your process will all have a tailored experience upon logging in so that they only see what they need to see and are fully empowered to take action in a single, simple interface.
2. (Near) Realtime Connection to Penta
Gone are the days of passing XML files back and forth behind the scenes in order to synch your OnBase system to your Penta data. Now a caching service utilizing the new API will run every minute so that any change in Penta is reflected in OnBase datasets within 60 seconds. So, if an invoice comes in from a new vendor and that vendor is added to Penta, it will be available for selection in OnBase almost immediately.
3. Easier System Administration
Making minor adjustments to various aspects of the legacy solution required changes on the back end by IT. In the new solution we put control in the hands of management to enable or disable a variety of optional queues and functionalities in an easy-to-use control form including duplicate overrides, use of a separate coding queue, use of a final review queue, PO and Subcontract matching logic, and more!
4. Automatic Indexing
Every implementation of the new Penta AP Solution includes CloudOCR, the easy way to capture data. Through email forwarding and scanning alike CloudOCR is an invoice data extraction service that will provide document separation, automated indexing, and even correction by a human verifier before seamlessly passing indexed invoices to OnBase where your team will see them for the first time. This means the first time your team sees an invoice the header data has already been indexed and validated against Penta and is ready for line distribution and coding.
5. Flexible Invoice Coding
In the legacy solution multiple routing forms had to be created for an invoice that had different line types. With the new AP Solution your team can code to multiples of any kind including multiple line types (PO, Job, GL Account, Subcontract, etc.), multiple OU’s, and multiple jobs. Basically you only need a single coding form per invoice no matter what!
6. Reporting Dashboards
The base package for the new AP Solution includes three visual, click-to-filter reporting dashboards that will help you manage the solution and identify bottlenecks in processing. See how much time invoices are taking to leave specific queues, have visibility into invoices currently in the workflow, run accrual reports, and more!
7. Endless Opportunities for Customization
The new AP Solution for Penta is just a starting point and, though fully usable in its base form, can be customized over time to truly adapt to your standards and practices. The utilization of OnBase WorkView as the base platform allows limitless possibilities to take the solution to new heights in the years to come.
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