This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.
Quadient AP's Invoice module can be used to upload invoice images, code invoices, submit them for approval based on the approval matrix setup, and export invoice data back into the accounting system. If you are not an existing customer and would like to learn more about Quadient AP, please email email@example.com.
Check out the other modules offered by Quadient AP:
Invoice workflow process
Upload an invoice image into Document Inbox
The Document Inbox displays all the invoice attachments sent through email or uploaded directly to Quadient AP. By default, invoices in the Document Inbox are captured automatically by either the Auto or Smart Capture features. If you have selected the invoice image to be manually captured, then select the invoice image and click on the 'Assign Invoice' button.
Code the invoice details
You can capture the invoice header and line item details. Please note, the invoice header and line item details you see are specific to the accounting system you are using.
Submit the invoice for approval
Once you have updated the invoice data, you can submit it for approval. The invoice will hit the approval queue of the approver based on your Approval Channels.
Approve or reject the invoice
The approver will approve or reject an invoice.
Export the invoice to your ERP
Once an invoice is fully approved, you can export the data into your ERP.