Automatic capture and indexing
- Automatic capture and extraction of invoice data
- Import and indexing of incoming email, fax, EDI, XML
- Support of a wide range of document scanners.
Invoice matching and processing
- Invoice matching against purchase order, agreements, goods received, etc.
- Automatic accounting entry regarding your chart of accounts, invoice data and business rules
- Management of suppliers in conjunction with your ERP and business software
- Advanced workflow for invoice validation and litigation
- Export and imputation of invoices into your ERP system for final booking and payment
Search and viewing
- Powerful full-text and multi criteria search engine
- Visual navigation of embedded documents and folders
- Universal document viewer supporting over 300 formats
- Document annotation, marking, zoom and rotation features
- Rapid display of large documents through streaming
- Microsoft SharePoint ® compatibility
- Intuitive user interface for immediate adoption
- Google-like application Portal
- Role-based dashboards
- Multilingual support.
- Advanced workflow adaptable to each organization
- Management of roles, business rules and reminders
- Full traceability and history of workflows
- Workflow versioning for easy update and live deployment
- Synchronization of multiple processes and sub-processes
- Integration of LDAP and Active Directory.
ERP and financial system connectors
- Built-in connectors to ERP and financial systems
Security and traceability
- Single Sign-on or password controlled authentication
- Advanced management of user profiles, roles and access rights
- FDA 21 CFR 11 support with double signature and audit trail.
- Secure electronic archiving
- Electronic signature and time stamp
- Integration of trusted third party archiving systems.
- Use built-in process reporting and indicators
- Create your own reports and dashboards with Graph Builder©
- Integrate Microsoft Reporting, QlikView or others BI tools.