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Welcome toWelcome to Accounts Payable Solution. Introductions Presenters:  Ray Emirzian  Tom Franceski.

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Presentation on theme: "Welcome toWelcome to Accounts Payable Solution. Introductions Presenters:  Ray Emirzian  Tom Franceski."— Presentation transcript:

1 Welcome toWelcome to Accounts Payable Solution

2 Introductions Presenters:  Ray Emirzian  Tom Franceski

3 docSTAR  Robust Document Management Solutions  First commercial release in June 1996  Over 6,000 customers and 100,000 users  Broad range of industry experience  Customer-centric value system  Easiest to learn and use = fast payoff!

4 User Forums

5 Accounts Payable Solution BenefitsAccounts Payable Solution Benefits  Reduce Costs  Eliminate the Paper  Electronic Invoice Approval... Anytime, Anywhere  Administrative Workload Management  Robust Audit Support/Compliance  Document Lifecycle Management  Document Security

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7 Typical Paper-based Process Paper mail arrives Invoices are placed in mailboxes

8 Typical Paper-based Process AP processor enters invoices for distribution and approval Invoices are returned to mailboxes

9 Typical Paper-based Process Manager receives invoices for approval Invoices are forwarded for 2 nd approval

10 Typical Paper-based Process CFO/GM receives invoices for 2 nd approval Invoices are forwarded back to AP Processor

11 Typical Paper-based Process AP Processor pays invoices Invoices are filed

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13 docSTAR Accounts Payable Workflow Paper mail arrives AP Processor routes invoices for approval Invoices are scanned

14 docSTAR Accounts Payable Workflow CFO/ GM Provides 2nd approval and forwards back to AP Processor Manager approves invoice and forwards for 2 nd approval

15 docSTAR Accounts Payable Workflow Invoice is filed permanently AP Processor pays invoice

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17 Instant Retrieval in Seconds, Anytime…Anywhere!Instant Retrieval in Seconds, Anytime…Anywhere!

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19 Easily view documents

20 docSTAR 3ten Scanning DocumentsdocSTAR 3ten Scanning Documents

21 Mail Sorter Selects Invoice Template and presses the scan button

22 docSTAR 3ten Processing Documents docSTAR 3ten Processing Documents AP Processor views invoices to be processed

23 docSTAR 3ten Routing for ApprovaldocSTAR 3ten Routing for Approval AP Processor routes invoice to Dept. Manager

24 docSTAR 3ten Route Multiple DocumentsdocSTAR 3ten Route Multiple Documents AP Processor can also route multiple invoices quickly & easily

25 docSTAR 3ten Notification of Pending DocumentsdocSTAR 3ten Notification of Pending Documents

26 docSTAR 3ten Approving DocumentsdocSTAR 3ten Approving Documents

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29 docSTAR 3ten Routing to AP ProcessordocSTAR 3ten Routing to AP Processor

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31 docSTAR 3ten Filing DocumentsdocSTAR 3ten Filing Documents AP Processor uses dual screens to enter invoices into accounting system AP Processor clicks the ‘Run Template’ button

32 docSTAR 3ten Workload ManagementdocSTAR 3ten Workload Management Accounting Manager can quickly re- assign workload.

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34 docSTAR 3ten Integrated RetrievaldocSTAR 3ten Integrated Retrieval

35 docSTAR 3ten Integrated Retrieval – Results ListdocSTAR 3ten Integrated Retrieval – Results List

36 docSTAR 3ten Integrated Retrieval - ViewingdocSTAR 3ten Integrated Retrieval - Viewing Easily view documents

37 Accounts Payable Solution SummaryAccounts Payable Solution Summary Current Process docSTAR AP SolutionBenefit Reduced Processing Costs Electronic Invoice Approval…Anytime, Anywhere Administrative Workload Management Audit Support/Compliance Document Lifecycle Management Document Security Invoices sit on Manager’s desk Documents could be lost, misplaced, or stolen. No backups Loss of payment discounts and increased late fees Streamline process reduces time required to complete tasks Document access electronically governed, automatic electronic backups Office Staff tied up searching for and shredding documents Automatically enforce document retention policies Invoices sit on AP Processor’s desk Instantly re-distribute invoices for processing & manage productivity Email notification of approvals needed Office Staff tied up looking for documents Auditors can find documents own their own quickly and easily

38 Questions

39 Session NameDate docSTAR 3ten October 28th GIS and docSTAR MapConnect November 4th Business Document Packages November 18th docSTAR 101 Demo with Dan Thomson Wednesdays 11am *Schedule subject to change Upcoming* Solution Sessions Visit www.docstar.com/dou for session information

40 ● 2165 Technology Drive ● Schenectady, NY ● 12308 518-836-2700 ● 518-346-1644 (fax) ● www.docSTAR.com ● Contact docSTAR today! Sales@docstar.com Or Dan Thomson at 518-836-2712 Contact docSTAR today! Sales@docstar.com Or Dan Thomson at 518-836-2712


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