Automation for Processing Purchase Invoices

Purchase Invoice Intake

• Manual invoice upload to the system
• The end user uploads the invoice file and the Accounts Payable department creates a purchase invoice from the file
• Sending by email to the system
• Supplier Portal

Assigning an Invoice to an Expense

• For the purchase orders module – the invoice can be assigned to the relevant orders, or an order can be created for an existing invoice and the relevant expense items can be selected in it
• Selecting an expense item when uploading the invoice (will be loaded automatically if there is a mapping between the supplier and the expense)

Approval Workflow for a Purchase Invoice

• For the purchase orders module – the invoice workflow will be calculated according to the workflow defined for the expense items in the purchase order
• A uniform workflow for all invoices
• Workflow by supplier
• Workflow by expense type