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Accounts Payables Invoice Automation for SharePoint

Accounts Payables Invoice Automation for SharePoint. REPORTING. WORKFLOW. SCAN, INDEX & STORE. Dynamic Payables offers: Cost & Risk Management Process Visibility & Automation Governance to account payables processing by utilizing Scanning Workflow Reporting

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Accounts Payables Invoice Automation for SharePoint

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  1. Accounts Payables Invoice Automation for SharePoint

  2. REPORTING WORKFLOW SCAN, INDEX& STORE • Dynamic Payables offers: • Cost & Risk Management • Process Visibility & Automation • Governance • to account payables • processing by utilizing • Scanning • Workflow • Reporting • on a cost effective SharePoint platform PERFORMANCE GOVERNANCE PROCESS VISIBILITY and AUTOMATION Low TCO Low OPERATIONAL & IT RISK COST & RISK MANAGEMENT Account Payables Management www.dynamicpayables.com

  3. Scanning Document Capture • Distributed or Centralized • Use scanners, copiers, import • Any Volume • Any source - Paper, Fax, Email Data Extraction • Automatically read invoice data • Data Validation to ERP • Vendor, PO, etc • Read barcodes • Totaling checks and balances • Eliminates/Reduces Data Entry

  4. Workflow Approval Processes • Pre-built Non-PO/PO Workflows • Distributed Access • Real-time ERP integration • GL-Coding • Match/re-try • Electronic Routing and Review • Notification/Escalation • Delegation • Flexible Task Assignment • Group (claim task) • User • Task Security • Holiday/Work Calendar

  5. Reporting Visibility • Full Audit Trail • Reporting • Real Time Status • Historical trending • Dashboard – Key Indicators • Vendor servicing • Current invoice activity • Research • “Paid status” notification Document Access • Directly from ERP • From SharePoint Portal • Content Searchable

  6. Non-PO Workflow

  7. PO Workflow

  8. Benefits Cost Reduction & Increased Productivity • Reduces Data Entry • Real-time Data Validation • Reduces Processing Errors • Eliminates Duplicate Payments • Reduces Storage and Mail Expenses • Eliminates Lost/Misfiled Documents • Distributed Access (documents & process) • Increases Processing Capacity • Decreases Compliance Costs

  9. Benefits Reduced Cycle Times • Provides for Early Payment Discounts • Eliminates Late Fee Penalties • Process Status and Monitoring Increased Control and Visibility • Ensures Process Consistency • Facilitates Load Balancing and Benchmarking • Automatic Communication with Participants and Vendors • Provides Real-time: • Reporting and Access • Key Indicator Monitoring • Document Access • Audit Trail History

  10. Technical Considerations Fully Integrated with Microsoft Infrastructure • Microsoft SharePoint (WSS & MOSS) • Browser-Based • Full Featured Document and Records Management • .Net • SOA/Web Services, AJAX, XML and SQL Server • Active Directory Authentication • Open Architecture/Technology • Enterprise Expandable (HR, Sales & Marketing, Operations,…)

  11. Cost Considerations Lowest Total Cost of Ownership • Leverages Existing: • Technology Platform (SharePoint) • Technical Knowledge and Resources • Scanning/MFD Devices • Menu Driven Report Creation (SQL Reporting Services) • Flexible, Drag & Drop Workflow Designer • Preconfigured Workflow Templates

  12. REPORTING WORKFLOW SCAN, INDEX& STORE • Dynamic Payables • Scanning • Workflow • Reporting • benefits account payables • processing through • Reduced Cost • Increased Productivity • Reduced Cycle Times • Increased Control & Visibility • on a cost effective SharePoint platform PERFORMANCE GOVERNANCE PROCESS VISIBILITY and AUTOMATION Low TCO Low OPERATIONAL & IT RISK COST & RISK MANAGEMENT Account Payables Management www.dynamicpayables.com

  13. For more information or to view a self-paced web-demo contact: 5280 Solutions LLC 877.677.5280 sales@5280solutions.com www.DynamicPayables.com Or contact your Authorized Dynamic Payables Partner

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