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FINANCIAL SYSTEM INTEGRATION Manually processing and three-way matching a PO, receipt and invoice can eat up several minutes for just one order. In a busy hospital, surgery center or multi-location clinic, that work can quickly become a full-time job. ENVI empowers you to leverage existing data from your materials management solution to dramatically decrease duplicated effort while reducing the potential for data-entry errors. The same user-friendly interface and intuitive workflow that have made ENVI a natural choice for tracking inventory and placing orders at more than 4,300 sites across the country can also be put to work saving your finance and AP team time and headaches. Take advantage of the power at your fingertips by completing the cycle through invoice approval with just a few quick clicks of a mouse. ENVI has been successfully interfaced with many popular finan- cial systems. By passing along invoice data like subtotals, expense account codes, due dates and more, ENVI makes the AP system of your choice a powerful receiver of preformatted, ready-to-use data to facilitate your payment runs and populate your ledger. Just a few of the popular financial management systems that ENVI has been interfaced with include QuickBooks, Sage, MS Dynamics, Lawson, Oracle, and CPSI. Take the pain out of paying the bills Maximize the value of your financial system Accounts Payable Features & Functions Electronic 3-way document match Price & quantity validation Access to early pay discounts Prepopulated GL codes Period-end receipt accrual reports Easy discrepancy resolution tools ✓ ✓ ✓ ✓ ✓ ✓ Inventory Optimization Solutions | 30 Enterprise, Suite 300, Aliso Viejo, CA 92656 | (800) 700-4467 | www.ioscorp.com Electronic 3-way Match ENVI gives you control over your purchas- ing activity with multiple approval paths. Set limits by vendor or dollar amount and be notified before POs are submitted. Receipts are tracked within ENVI to insure your orders are complete and accurate. Backorder reports help you stay on top of what hasn’t yet arrived. Electronic invoices, for capable vendors, brought directly into ENVI and compared to original PO price and quantity on receiver so you pay the correct amount for the correct quantity. + + Matched invoices can be exported directly into most financial systems. Because your GL codes are preconfigured in ENVI, the interface file has all of the information you need to issue payment, saving hours of manual reentry. APPROVED invoice receiver purchase order

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Page 1: FINANCIAL SYSTEM INTEGRATION · Manually processing and three-way matching a PO, receipt and invoice can eat up several minutes for just one order. In a busy hospital, surgery center

FINANCIAL SYSTEMINTEGRATION

Manually processing and three-way matching a PO, receipt and invoice can eat up several minutes for just one order. In a busy hospital, surgery center or multi-location clinic, that work can quickly become a full-time job. ENVI empowers you to leverage existing data from your materials management solution to dramatically decrease duplicated e�ort while reducing the potential for data-entry errors.

The same user-friendly interface and intuitive work�ow that have made ENVI a natural choice for tracking inventory and placing orders at more than 4,300 sites across the country can also be put to work saving your �nance and AP team time and headaches. Take advantage of the power at your �ngertips by completing the cycle through invoice approval with just a few quick clicks of a mouse.

ENVI has been successfully interfaced with many popular �nan-cial systems. By passing along invoice data like subtotals, expense account codes, due dates and more, ENVI makes the AP system of your choice a powerful receiver of preformatted, ready-to-use data to facilitate your payment runs and populate your ledger.

Just a few of the popular �nancial management systems that ENVI has been interfaced with include QuickBooks, Sage, MS Dynamics, Lawson, Oracle, and CPSI.

Take the pain out of paying the bills

Maximize the value of your �nancial system

Accounts Payable Features & FunctionsElectronic 3-way document matchPrice & quantity validationAccess to early pay discountsPrepopulated GL codesPeriod-end receipt accrual reportsEasy discrepancy resolution tools

✓

✓

✓

✓

✓

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Inventory Optimization Solutions | 30 Enterprise, Suite 300, Aliso Viejo, CA 92656 | (800) 700-4467 | www.ioscorp.com

Electronic 3-way MatchENVI gives you control over your purchas-ing activity with multiple approval paths. Set limits by vendor or dollar amount and be noti�ed before POs are submitted.

Receipts are tracked within ENVI to insure your orders are complete and accurate. Backorder reports help you stay on top of what hasn’t yet arrived.

Electronic invoices, for capable vendors, brought directly into ENVI and compared to original PO price and quantity on receiver so you pay the correct amount for the correct quantity.

+

+

Matched invoices can be exported directly into most �nancial systems. Because your GL codes are precon�gured in ENVI, the interface �le has all of the information you need to issue payment, saving hours of manual reentry.

APPROV

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invoice

receiver

purchaseorder

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