Access Evolution: Create Seamless, Paperless Invoice Processing & Ordering Processes with Online Forms & Workflow
Ordering and invoice processing are typically expensive processes that consume time, financial and environmental resources. Moving paper forms through manual workflows delays processing and service to vendors and customers, and documents are easily lost or associated with the wrong record in your financial system. Data is trapped on forms without time-intensive manual entry.
Organizations like yours are solving these problems with Access’s invoice processing and ordering solutions, powered by Access Evolution.
Ordering Solution: Access Evolution
With Access Evolution, a powerful online forms and workflow suite, your customers can log into a portal and access the forms they need. These are pre-populated with certain information, speeding completion. Once a customer has finished the form, they route it, along with appended supporting documents if necessary through electronic workflow.
The appropriate member of your team is notified by e-mail and clicks a link to view the form and supporting materials. Upon completion, Access Evolution updates the customer’s record in your ordering system and archives a copy of the documents in the document imaging or enterprise content/document management (ECM/EDM) system for easy review.
Invoice Processing Solution: Access Intelligent Forms Suite
With Access IFS, your team can print barcoded invoices on demand, with customer data pre-filled. Once the customer completes and returns the invoice and it’s scanned, Access IFS auto-indexes it in the ECM/EDM system and updates the customer’s record in the AP system.
Invoice Processing Solution: Access Evolution
Access Evolution enables authorized users to complete and submit electronic invoices and supporting materials and pass them through automated workflow. Evolution can auto-index these in the AP system, and archive copies in the ECM/EDM system.
Benefits of this proven forms and workflow automation solution include:
- Create seamless, paperless or paper-light invoice processing and ordering processes
- Introduce standardized workflows that are easily tracked and meet compliance standards
- Boost staff productivity by eliminating processing of paper forms and document loss
- Simplify information sharing between employees and the accounting & financials team
- Collect validated information and interface it directly into business system records
- Archive copies of forms in the ECM/EDM system via native integration