THE CHALLENGE

Receiving and processing invoices is one of the most common issues any company runs into.  Automating the process of matching invoices with POs and ensuring the right invoices get processed was the key requirement.

App Screenshots

THE SOLUTION

This solution enabled the automation of processing invoices in the fast and most accurate way possible.  Using a combination of SharePoint, OCR technology and .NET as the development platform we were able to automate the matching of invoices with POs in the ERP system. There were many advanced features that were developed for this solution. Some of the key features required were the following:

  • OCR scanning and processing of PDF invoices
  • Match and correct invoices based on PO data within the ERP system
  • Enabling a quick check review that shows all invoice data and ERP PO data in a single review screen
  • Tracking the invoicing process from start to finish within SharePoint
  • Records storage of original PDF invoice files
  • SharePoint meta data to support and track invoice information

Skills Used

CUSTOM DEVELOPMENT
OCR AUTOMATION
BUSINESS PROCESS IMPROVEMENT
DOCUMENT MANAGEMENT

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