Automated Solutions for Viewpoint
By Jack Shales
As new technologies are introduced it can be difficult for organizations to decide whether to be the “guinea pig” that is among the first few implementations. On one hand, new technology can be exciting and offer a host of new functionality, but on the other hand the first adopters of new technology often get burned, essentially becoming beta testers for the benefit of future users of the product.
At REQUORDIT we have proven solutions for Accounts Payable automation purpose-built for Viewpoint customers that have already gone through years of real-world use and given our customers tangible results including scalability, transparency, security, and, when all is said and done, getting invoices paid on time!
1. Touchless Invoice Capture and Indexing with CloudOCR
Once a disruptive newcomer, CloudOCR is now a tried and trusted arsenal of data capture weaponry that allows scalable and secure capture of mission-critical invoice data with almost no time to set up and a zero-touch footprint by your team. Simply send invoices to CloudOCR through scanning, network share, or email integration and accomplish other, more valuable tasks while CloudOCR does the work of separating, indexing, and verifying invoice data. Within 24 hours the invoice images and indexed metadata will pass seamlessly into the workflow whether you are using OnBase for AP routing or the Unapproved Invoices queue in Vista.
2. Immediate Validation Workflow with Notifications and Follow Up via OnBase
Whether your organization is using CloudOCR to automate indexing or still hand typing invoice data, there is still the job of validating that the information written or typed on the invoice is accurate. There is nothing worse than having to back out of multiple screens or simply stop indexing because a field is causing errors in Vista or Spectrum requiring some research, maybe even a phone call to arrive at the truth of the situation. With OnBase’s workflow automation capabilities and real-time lookups to the Viewpoint database you can automatically identify any gaps in the data or common issues, sort the invoices accordingly into exception queues, then automatically notify the user who can take action.
3. Automated Purchase Order 3-Way Match with OnBase
For organizations using Purchase Orders, there is no better way to spur automation than by automating the invoice matching against the Purchase Order and receipts to remove even more touch points from the workflow and allow significant levels of pass through. Many of our customers today utilize our 3-way match capabilities in conjunction with CloudOCR so that invoices can be automatically indexed, sent to workflow for automatic validation of Vendor and PO, then matched against the PO lines in Vista and corresponding receipts all without human intervention. What if the invoice total is too high for the amount remaining on the PO or if the receipts have not yet been entered in Vista or another receiving software? We will hold them in a Receiver Matching queue in OnBase and run a timer every day to ensure that if the PO is adjusted or the receipts are entered we can move the invoice through and mark it ready to be paid automatically!
We have a webinar coming up, where REQUORDIT’s Sales Experts will dig into proven solutions for Accounts Payable automation purpose-built for Viewpoint customers, that have already gone through years of real-world use and given our customers tangible results including scalability, transparency, security, and, when all is said and done, getting invoices paid on time. Join us!