Document Enabling Vendor Invoice Processing in Dynamics NAV

Document Enabling Vendor Invoice Processing in Dynamics NAV with EverSuite allows organizations to automate the processing of all vendor invoices through a dedicated process providing a true end to end document handling solution regardless of format. Document Enabling Vendor Invoice Processing in Dynamics NAV with EverSuite enhances at each stage the vendor invoice processing.

Automatic and seamless content capture

Through its automatic and seamless content capture capabilities all incoming invoices are scanned and captured using EverSuite Document Enabling advanced capture technology regardless of invoicing formats (paper, fax, email etc…). Using advanced recognition tools for OCR, BCR and IRC, invoice key metadata is automatically extracted into the ECM content repository. Automated filing and indexing greatly reduces data entry errors and optimizes processing times. 

Ad-hoc workflows for faster implementation

EverSuite then routes these invoices to the corresponding person or departments using the out of the box processes designed to directly support the Microsoft Dynamics Workflows. EverSuite Document Enabling provides Ad-hoc workflows for faster implementation. The unique identifier of documents, such as PO or Invoice Number, is sent directly from the hosting application. Unique identifiers and the category of the captured document are used by EverSuite Document Enabling to automatically file captured documents into the appropriate folders. Appropriate folder paths are created using attributes extracted from the hosting application database the first time corresponding documents are captured. EverSuite Document Enabling provides pre-defined tasks and interfaces to knowledgeable users in order to manually complete the capture of information that cannot be automated due to the nature of the documents.

Leverage SharePoint Libraries

Having captured key document identifiers such as PO number, customer name or number directly from the incoming invoice, scanned invoice and other related documents are automatically added to the corresponding filing structure. EverSuite leverages SharePoint document libraries; Storage spaces, filing plans, documents categories and the security sub-system are fully compliant with native SharePoint entities and services.

Enhanced experience for business users

With its enhanced document access experience for business users, the invoice is immediately made available to the sales team or the distribution department increasing customer or vendor relationships. The subsequent documentation produced directly within Dynamics NAV is automatically captured by EverSuite providing end users a complete view of all transactions integrated together. This fully integrated environment automatically captures electronic documents from the LOB applications such as printed documents and reports. Furthermore, a detailed audit trail of every action occurring during the invoice processing cycle is kept, providing easy and thorough auditing for compliance and reporting purposes.

Enhanced information sharing

Due to the seamless and natural integration of EverSuite with the Microsoft SharePoint platform, all documents associated with the invoice can then be made available across the business and to its partners via a Microsoft SharePoint intranet and extranet, or can be automatically emailed or sent as RSS feeds, improving customer or partner relationships.

By fully automating Vendor Invoice Processing in Dynamics NAV and seamlessly linking it with the enterprise content repository, organizations will be able to reduce the time to process transactions, providing consistency and accuracy. This will improve financial management and increase departmental and organizational process efficiency.  Access to information will also be improved by providing a shared, real time access to related content and reducing the search and access time.

With EverSuite Document Enabling all Dynamics NAV processes can be automated and linked allowing enterprises to fully leverage both their NAV and SharePoint investments, maximizing their returns on investments.