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REQUORDIT Insight for Viewpoint Vista is a cloud-based workflow for validation and exception handling. It will allow the data that is extracted from CloudOCR to be validated by integrating with the Insight Web Service that is connects to your Cloud or On-Premise Vista solution.

REQUORDIT Insight is the most seamless integration for CloudOCR and Workflow Validation available for its partner ERP systems. REQUORDIT has combined the power of CloudOCR with the REQUORDIT Insight to create an amazing solution that can be installed in hours and immediately provide AP automation as a best-in-class solution.

ERP PARTNERS
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The workflow will validate:

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Duplicate Invoices

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No Vendor Found

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Valid PO Number

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Set the Batch Month

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Valid Vendor Number

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Validate the Job Number is Active

As the solution is connecting via the Insight web service to your system, these validations are real time. If there are any issues that are identified, the documents will go to an “Issues” queue for additional processing by your team.

You will be provided the ability to:

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Correct Index Data 

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Delete the Invoice if Duplicate

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Update New Vendor number 

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Correct Job Numbers

Once all the information has met the validation workflow requirements, the Insight Web Service will transform the data into a Viewpoint Vista formatted file and deliver the data along with the Invoice documents to a folder on your server. Regardless if your server is in the cloud or on premise our web service can easily connect and deliver the data.

HOW DOES IT WORK?
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CAPTURE

· Forward your APinvoices@YourCompany.com to CloudOCR

· Simply store them in a folder location for the SMT (Secure Management Tool) to upload
them

process

PROCESS

· Identifies the Vendor from your vendor list. (A bit like magic)

· The CloudOCR team processes the invoices with OCR and provides trained staff to review any errors.

journey 01

SEND TO INSIGHT

· Insight workflow engine will talk to your ERP and validate critical data for accurate
processing

payable 1

AUTOMATICALLY CREATE INVOICES

·  Insight will evaluate all invoices and if they are good, Insight will post and invoice to your
system ready for final review and coding in AP or in the field

That is correct! Imagine emailing an invoice to CloudOCR, moments later it goes through Insight and learns it is valid and then posts to your ERP ready for routing, coding, and approval.

BENEFITS

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Near real time visibility to all invoices

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High degree of accuracy

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Eliminate the manual work to create the initial invoice record

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Automatically create and attach the image to the invoice record

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100% remote work capable. Empower your team to work remotely

Discover more!

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The OnBase Viewpoint Integration for AP is a core solution in the REQUORDIT portfolio. This solution includes Ancora OCR, OnBase AP Coding and Approval Workflow, and OnBase Document Management. This property was developed by REQUORDIT to create a best-in-class integration between OnBase and Viewpoint. 

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We have more than 20 years of experience working with this single enterprise information platform for managing content, processes, and cases. OnBase provides Enterprise Content Management (ECM), Business Process Management (BPM), Records Management and capture on a single low code platform. 

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REQUORDIT’s online OCR service for fast and easy data capture. We can OCR invoices, forms, BOLs, drawings, tickets, and more with a minimum set up. Securely upload your documents, create a backup, and return the processed documents with the data files using CloudOCR.  

herramientas logos 06

REQUORDIT Insight for Viewpoint Vista is a cloud-based workflow for validation and exception handling. It will allow the data that is extracted from CloudOCR to be validated by integrating with the Insight Web Service that is connects to your Cloud or On-Premise Vista solution.

REQUORDIT Insight is the most seamless integration for CloudOCR and Workflow Validation available for its partner ERP systems. REQUORDIT has combined the power of CloudOCR with the REQUORDIT Insight to create an amazing solution that can be installed in hours and immediately provide AP automation as a best-in-class solution.

ERP PARTNERS
cdp spectrum logo
Vista_software_logo

The workflow will validate

checkok 76

Duplicate Invoices

checkok 76

No Vendor Found

checkok 76

Valid PO Number

checkok 76

Set the Batch Month

checkok 76

Valid Vendor Number

checkok 76

Validate th Job Number is Active

As the solution is connecting via the Insight web service to your system, these validations are real time. If there are any issues that are identified, the documents will go to an “Issues” queue for additional processing by your team.

YOU WILL BE PROVIDED THE ABILITY TO

checkok 76

Correct Index Data

checkok 76

Delete the Invoice if Duplicate

checkok 76

Update New Vendor number

checkok 76

Correct Job Numbers

Once all the information has met the validation workflow requirements, the Insight Web Service will transform the data into a Viewpoint Vista formatted file and deliver the data along with the Invoice documents to a folder on your server. Regardless if your server is in the cloud or on premise our web service can easily connect and deliver the data.

HOW DOES IT WORK?

onbase iconos 02

CAPTURE

· Forward your APinvoices@YourCompany.com to CloudOCR

· Simply store them in a folder location for the SMT (Secure Management Tool) to upload
them

process

PROCESS

· Identifies the Vendor from your vendor list. (A bit like magic)

· The CloudOCR team processes the invoices with OCR and provides trained staff to review any errors.

journey 01

SEND TO INSIGHT

· Insight workflow engine will talk to your ERP and validate critical data for accurate
processing

payable 1

AUTOMATICALLY CREATE INVOICES

·  Insight will evaluate all invoices and if they are good, Insight will post and invoice to your
system ready for final review and coding in AP or in the field

That is correct! Imagine emailing an invoice to CloudOCR, moments later it goes through Insight and learns it is valid and then posts to your ERP ready for routing, coding, and approval.

BENEFITS
checkok 76

Near real time visibility to all invoices

checkok 76

High degree of accuracy

checkok 76

Eliminate the manual work to create the initial invoice record

checkok 76

Automatically create and attach the image to the invoice record

checkok 76

100% remote work capable. Empower your team to work remotely

Discover More !

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automates your processes, manages business content in one secure location and works with your other applications to deliver information when you need it.

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is the leading global provider of integrated software solution for the construction industry. We have been partnering with Viewpoint for 10+ years with 100% of our clients expanding their initially deployed solution with additional application benefits.