AP Automation C2S Solutions 2016 07/02/2022 Invoice Processing 2016 1
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About us• We are Click2Scan Ltd• Formed in 2007• Provide invoice processing and digital mailroom solutions• Platinum partners with ABBYY (FlexiCapture) & Spielberg
(FileDirector)• Developers of Zahara - Purchase Management system• Sage 50 / 200 developers• Canon scanner partners
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• Workflow• Approvals• Response
• Accounts Posting• PDF Filing• Dashboard
• OCR Recognition• PO Matching• Line Matching• Accounts
lookups
• Emails• Scanning
Capture Read
ApprovalsUpdate
Our AP Solution
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Invoice processing in 3 steps
Read Invoices• Scan• Load from folder• Extract from email
Check & Edit• Make corrections• Coding• PO Matching• Approval path
Export• Update accounts• Retain PDF copy• Trigger Approval
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Key Applications
ABBYY FlexiCapture for Invoices
FileDirector eDMS
Zahara Purchase Management
Santiago Email Workflow
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ABBYY FlexiCapture Data Extraction• Based in Munich, Germany• Produced the world’s best balanced OCR / ICR software• Developers of FlexiCapture for Invoices• FlexiCapture now at Version 11r5 (v12 due 2017)
• Easy to deal with, great products
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FlexiCapture: Key Features• Supplier & coding sync from ERP (e.g. SAGE, Xero, etc)• Accurate Line item recognition • Purchase order matching• Splitting invoice by nominal • Training of recognition if not perfect• Unlimited look-ups and logic• Duplicate processing prevention
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FileDirector Secure filing
• Based in Duisburg, Germany • Developing document management systems for 30 years• FileDirector is now at version 3.2 – 12 years old • Continuous R&D• Easy to do business with • Easy to integrate with
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FileDirector: Key Features• Web, Windows, iOS & Android access• Centralised filing of all documents• Unlimited approvals and workflows• Scan, Office Icons, Import, Integrate• High security and control • Full HMRC compliance – audit trail, version control, etc• Based on Windows/SQL/IIS/.Net
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Zahara Invoice Approval
Simple purchase approvals
Simple invoice
approvals
Dashboards & Analysis
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Santiago Email Workflow• Server-based scheduled process• Works with:• IMAP• Office 365• Exchange• Gmail
• Simple, yet powerful, filters• Convert or decrypt attachments
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A Typical Topology
Purchase Management
Email / Attachment Management
C2sDb.local
ABBYY FlexiCapture
Invoice Recognition / Data Extraction
FileDirector EDRMS
Approval Workflow & Document Storage
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Approvals
Binary Approvals: “Please Approve or Reject”
Or
Coding Requests“Please code this invoice” – Nominal, cost, project etc
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Summary• We process invoices from emails or paper• Scalable solutions – modular and affordable• Flexible approval processes• Utilities and tools for staging, syncing and maintaining• Full support and backup
Capture Read Approve Post