1. Finance Update
OSP Roundtable
4/11/2018

2. 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!!!

3. 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
with link sent
*OR*
Refresh page to continue working

4. 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

5. Feedback - Please

6. 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