JPO Solutions worked alongside Cobwebb Communications to successfully implement IDM Capture and AP Voucher processing automation to Denroy Group, based in Bangor, Northern Ireland
Solution Summary
Invoices are automatically picked up from an email inbox and loaded into IDM Capture. Using OCR technology, IDM Capture scans the invoice for key information and triggers an API lookup to SyteLine to validate the invoice and enrich the data.
The pre-built integration from IDM Capture to SyteLine means that invoices, once checked and validated, which are fully matched and approved are automatically posted directly within AP Voucher Workbench, and viewable in AP Posted Transactions. Exceptions are held in AP Voucher Workbench and presented for manual processing, with workflow/email to approvers as required. The Workbench also enables users to control voucher creation for both PO and Non PO invoices.
A copy of the invoice is also sent to IDM along with required metadata to enable quick retrieval. An added feature is the ability to access archived documents in context from within SyteLine utilising the in-context app/widget.
For further information on the solution and benefits realised by Denroy Group, please see the attached Cobwebb Communications Case Study here or visit https://www.cobwebb.co.uk , and for more details on JPO’s AP Workbench Automation solution please email us at enquiries@jposolutions.com