Finance Update OSP Roundtable 4/11/2018

So Far this year! Payment Request eForm released OnBase Training Q3: 17,246 Payment Request eForms processed Adjustments/Enhancements OnBase Training Departmental, Central, and Finance Center Payment Process and Unity Client Navigation AP Automation Project Non-PO Invoice Upload PO Invoice Upload Automated OCR Invoice Capture LEARNING!!!

Best Practices Set up Purchase Order prior to receiving Invoice, when required Provide Vendor with PO Number Use Amount-based PO’s Close PO lines when Project Closes eForm creation and multitasking Save Without Submitting when pulled away from eForm Email with link sent *OR* Refresh page to continue working

AP Automation Project Automated feed from OnBase to Oracle AP Phase I – Non-PO Invoice Phase 2 – PO Invoice Phase 3 - Automated OCR Invoice Capture Captures keywords: Vendor with match to AP Vendor Tables PO Number with match to iProcurement Invoice Number Invoice Date Amount Keywords route to eForm for Department Review, Allocations, and Approval Benefits: Efficiency and Accuracy

Feedback - Please

OnBase Training and Support OnBase Navigation and Personalization April 24 and May 3 1:30 – 3:00 PM Haldeman 031 OnBase Finance Documentation OnBase Unity Client eForms Helpful Hints – Nicknames Questions and Issues Contact your Finance Center