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Accounts Payables Invoice Automation for SharePoint.

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Presentation on theme: "Accounts Payables Invoice Automation for SharePoint."— Presentation transcript:

1 Accounts Payables Invoice Automation for SharePoint

2 Dynamic Payables offers: » Cost & Risk Management » Process Visibility & Automation » Governance to account payables processing by utilizing » Scanning » Workflow » Reporting on a cost effective SharePoint platform COST & RISK MANAGEMENT GOVERNANCE PROCESS VISIBILITY and AUTOMATION PERFORMANCE SCAN, INDEX & STORE REPORTING WORKFLOW Account Payables Management Low TCO Low OPERATIONAL & IT RISK www.dynamicpayables.com

3 Document Capture » Distributed or Centralized » Use scanners, copiers, import » Any Volume » Any source - Paper, Fax, Email Scanning Data Extraction » Automatically read invoice data » Data Validation to ERP » Vendor, PO, etc » Read barcodes » Totaling checks and balances » Eliminates/Reduces Data Entry

4 Approval Processes » Pre-built Non-PO/PO Workflows » Distributed Access » Real-time ERP integration » GL-Coding » Match/re-try Workflow » Electronic Routing and Review » Notification/Escalation » Delegation » Flexible Task Assignment » Group (claim task) » User » Task Security » Holiday/Work Calendar

5 Visibility » Full Audit Trail » Reporting » Real Time Status » Historical trending » Dashboard – Key Indicators » Vendor servicing » Current invoice activity » Research » “Paid status” notification Reporting Document Access » Directly from ERP » From SharePoint Portal » Content Searchable

6 Non-PO Workflow

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8 PO Workflow

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10 » Reduces Data Entry » Real-time Data Validation » Reduces Processing Errors » Eliminates Duplicate Payments » Reduces Storage and Mail Expenses » Eliminates Lost/Misfiled Documents » Distributed Access (documents & process) » Increases Processing Capacity » Decreases Compliance Costs Cost Reduction & Increased Productivity Benefits

11 » Provides for Early Payment Discounts » Eliminates Late Fee Penalties » Process Status and Monitoring » Ensures Process Consistency » Facilitates Load Balancing and Benchmarking » Automatic Communication with Participants and Vendors » Provides Real-time: » Reporting and Access » Key Indicator Monitoring » Document Access » Audit Trail History Increased Control and Visibility Benefits Reduced Cycle Times

12 » Microsoft SharePoint (WSS & MOSS) » Browser-Based » Full Featured Document and Records Management ».Net » SOA/Web Services, AJAX, XML and SQL Server » Active Directory Authentication » Open Architecture/Technology » Enterprise Expandable (HR, Sales & Marketing, Operations,…) Technical Considerations Fully Integrated with Microsoft Infrastructure

13 Lowest Total Cost of Ownership » Leverages Existing: » Technology Platform (SharePoint) » Technical Knowledge and Resources » Scanning/MFD Devices » Menu Driven Report Creation (SQL Reporting Services) » Flexible, Drag & Drop Workflow Designer » Preconfigured Workflow Templates Cost Considerations

14 Dynamic Payables » Scanning » Workflow » Reporting benefits account payables processing through » Reduced Cost » Increased Productivity » Reduced Cycle Times » Increased Control & Visibility on a cost effective SharePoint platform COST & RISK MANAGEMENT GOVERNANCE PROCESS VISIBILITY and AUTOMATION PERFORMANCE SCAN, INDEX & STORE REPORTING WORKFLOW Account Payables Management Low TCO Low OPERATIONAL & IT RISK www.dynamicpayables.com

15 For more information or to view a self-paced web-demo contact: 5280 Solutions LLC 877.677.5280 sales@5280solutions.com www.DynamicPayables.com Or contact your Authorized Dynamic Payables Partner


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