QuickMatch (fully automated): Invoices that are fixed or repetitive can be identified via our QuickMatch process. A QuickMatch vendor is set up with a predefined dollar limit in your vendor master record. If the invoice falls under the QuickMatch thresholds, the invoice will go directly to the booking process without any manual intervention. This process also requires no time or energy from your staff and happens instantly.

3-Way Match (fully automated): When an invoice, purchase order (PO) and packing slip match, you have the option of “straight-through” approval for posting. Thus, for established vendors where the invoice is read properly and there is no variance from the PO amount (you can set the tolerance level), the invoice will move from initial capture, to approval, and back to booking for posting with no manual intervention. This happens instantly and requires no time from your staff.

Invoices requiring departmental approvals (cost center approval): For invoices that fall outside the automated process, DocuWare provides three approval options to suit your business needs.

No Approval: Once invoice details are checked, send it directly to the booking process without any additional approvals.
Simple Approval: The invoice is assigned to a specific person or cost center for approval.
Multilevel Approval: The invoice is assigned to multiple cost centers with the ability to divide the invoice amount among the different cost centers.

DocuWare kicks off a workflow to notify the assigned approvers who will see the pending invoice in their task list. The task’s due date will align to the due date of the invoice; if a task is not completed in time, DocuWare forwards the task to a substitute delegated approver. DocuWare stores every user’s authorization level and approval limits in addition to the user’s delegated approver and the user’s manager. DocuWare uses Stamps, which are placed via an overlay that can be displayed or hidden on the invoice and provides a full audit trail of who approved what and when. The DocuWare workflow collects transactional data throughout the process. Once invoice processing is completed, this data is available for download to be used as input to your accounting systems. DocuWare also has a separate workflow for invoices that are rejected, and they can be restarted in the process with a reason code.

Invoice Processing

FAQ

Was sollte bei einer Stornierung beachtet werden?

Explore DocuWare

Partner Resources

Legal

Contact Us